瑞信-美股-投资策略-美股顶级投资观点-2020.3.pdf

《瑞信-美股-投资策略-美股顶级投资观点-2020.3.pdf》由会员上传分享，免费在线阅读，更多相关内容在行业资料-天天文库。

1、CreditSuisse’sU.S.TopPicksInvestmentIdeasthatLeadMarch2020EquityResearchAmericasThisreportfeaturesouranalysts’mostpreferredOutperform-andUnderperform-ratednames,alongwithasnapshotoftheirinvestmentthesis.Insupportoftheanalysts’views,weprovideeasyaccesstothefinancialdatabehindeveryname

2、.CreditSuisseU.S.ProductMarketing212-538-2442Product.marketing@credit-suisse.comDISCLOSUREAPPENDIXATTHEBACKOFTHISREPORTCONTAINSIMPORTANTDISCLOSURES,ANALYSTCERTIFICATIONS,LEGALENTITYDISCLOSUREANDTHESTATUSOFNON-USANALYSTS.USDisclosure:CreditSuissedoesandseekstodobusinesswithcompaniescov

3、eredinitsresearchreports.Asaresult,investorsshouldbeawarethattheFirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.CreditSuisse#1TopPicksOverview:54TopIdeas:Wehighlight44TopOutper

4、formIdeas(summarylinkhere)and10TopUnderperformIdeas.WhatisNew?6New#1TopOutperform:SAM,MDLZ,GPN,APTV,EMR,SWCH.10TopUnderperformIdeas:X,BGS,TAP,WSM,UNM,WU,AXP,GILD,CHRW,IRM.CreditSuisseHOLT®:WehaveincludedaHOLT®analysisoneachofour#1TopPicks.Methodology?“One-stopshop”fortheresearchte

5、am’sbestideas.EveryUSresearchanalystidentifiestheir#1topstockpickbasedona6-to12-monthtimehorizon.Foreach#1name,weinclude:ashortsummaryofouranalyst’sreasoning,athesis,catalysts,debate,pushbacks,valuation,latestrelatedresearch,andarelevantchartasastartingpointforfurtheranalysis.CreditS

6、uisseHOLT®:ForeachUSresearchanalyst’s#1topstockpick,wehaveworkedwithourpartnersinHOLT®toincludeachartonTopPicksThatRankinTop25%inHOLT®,page63.AndaScorecardHOLT®RelativeWealthChart.SeeAppendixformoredetails,page64.Thesetoppicksshouldnotbeviewedasportfolios;theyaresimplyacurrentsnapsho

7、toftheanalysts’toppicksintheircoverageuniverses.CreditSuisseU.S.EquityResearch–ProductMarketing2March4,2020#1TopOutperforms(OP)BASICMATERIALSTickerPage#FINANCIALSTickerPage#INDUSTRIALSTickerPage#Chemicals&AgSciencesFMC5AssetManagers/RetailAerospace&DefenseNOC42APO24BrokersMetals&Minin

8、gCSTM