【出版时间及名称】：2009年11月印度投资峰会资料
【作者】：摩根斯坦利
【文件格式】：PDF
【页数】：120
【目录或简介】：
Macro
India Economics................................................................................................................................................................................. 4
India Strategy ..................................................................................................................................................................................... 6
Company Analysis
Bharti Airtel Ltd................................................................................................................................................................................. 10
Cairn India Ltd.................................................................................................................................................................................. 14
DLF Ltd ............................................................................................................................................................................................ 18
HCL Technologies............................................................................................................................................................................ 22
HDFC ............................................................................................................................................................................................... 26
Idea Cellular Ltd ............................................................................................................................................................................... 30
IDFC................................................................................................................................................................................................. 34
Indiabulls Financial Services ............................................................................................................................................................ 38
Infosys Technologies........................................................................................................................................................................ 40
Jain Irrigation Systems..................................................................................................................................................................... 44
Jaiprakash Associates Ltd................................................................................................................................................................ 48
Larsen & Toubro .............................................................................................................................................................................. 52
Marico Ltd ........................................................................................................................................................................................ 56
Oil India ............................................................................................................................................................................................ 60
Pantaloon Retail............................................................................................................................................................................... 62
Reliance Capital ............................................................................................................................................................................... 66
Reliance Communications Ltd.......................................................................................................................................................... 70
Reliance Industries........................................................................................................................................................................... 74
Reliance Infrastructure Ltd ............................................................................................................................................................... 78
Suzlon Energy.................................................................................................................................................................................. 82
Tata Consultancy Services............................................................................................................................................................... 86
Unitech Ltd ....................................................................................................................................................................................... 90
United Phosphorus Ltd..................................................................................................................................................................... 94
Wipro Ltd.......................................................................................................................................................................................... 98
Yes Bank........................................................................................................................................................................................ 102
Appendix
Asia/Pacific ex Japan Market Valuation Table ............................................................................................................................... 108
Current Earnings Estimates ........................................................................................................................................................... 109
Valuation Methodology and Risks .................................................................................................................................................. 112