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发表于 2011-7-12 10:25 AM
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本帖最后由 yaobooyao 于 2011-7-12 10:29 编辑
水明善 发表于 2011-7-12 09:33 
大家如何看市场对AA的解读?
报表,预期都不坏,可市场反应很温和啊。
好了,不涨。。。
AA is not a barometer of economy at all. It's just a high cost supplier in a low cost suppliers dominated industry.
Don't read too much into its ER, keep in mind AA's 50% revenue comes from US.
If you want to read the economy health status from some companies ERs, here is a list:
GE
UTX
GOOG
JPM / BAC / GS
MSFT/ INTC
Some big consumer staples/ discreationary like PG JNJ
Some big retailers
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