大摩：中国水务业深度报告（100页）070306

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

大摩：中国水务业深度报告（100页）070306 146179.pdf (1.77 MB, 需要: 5 个论坛币)

2007-8-14 08:29:00 上传

大摩：中国水务业深度报告（100页）070306
需要: 5 个论坛币  [购买]

<BR>

Contents
Investment Case.................................................................................................................................................................................3
China – Quality and Shortage of Water...............................................................................................................................................9
Competitive Dynamics.......................................................................................................................................................................17
The Global Water World....................................................................................................................................................................23

Company Research.........................................................................................................................................................................25
Bio-Treat Technology Ltd : Initiation of Coverage: Unloved But Attractive..............................................................................27
Financial Summary............................................................................................................................................................................28
Risk-Reward Snapshot: Bio-Treat (BIOT SP, Overweight, PT S$1.13)............................................................................................29
Investment Case...............................................................................................................................................................................30
Investment Positives.........................................................................................................................................................................32
Investment Concerns........................................................................................................................................................................33
Valuation...........................................................................................................................................................................................34
Earnings Outlook...............................................................................................................................................................................39
Company Description........................................................................................................................................................................44
Sinomem Technology Ltd : Initiation of Coverage: Sailing into Untreated Waters...................................................................53
Financial Summary............................................................................................................................................................................54
Risk-Reward Snapshot: Sinomem (SINO SP, Overweight, PT S$1.31)............................................................................................55
Investment Case...............................................................................................................................................................................56
Investment Positives.........................................................................................................................................................................58
Investment Concerns........................................................................................................................................................................59
Valuation...........................................................................................................................................................................................60
Financial Outlook..............................................................................................................................................................................65
Company Description........................................................................................................................................................................68
China Discovery: Hyflux : Total Water Solution...........................................................................................................................75
Financial Summary............................................................................................................................................................................76
Summary & Conclusion.....................................................................................................................................................................77
Earnings Outlook...............................................................................................................................................................................80
Valuation...........................................................................................................................................................................................82
Company Profile................................................................................................................................................................................84
China Discovery: Epure International  : Dedicated to Clean Water............................................................................................87
Financial Summary............................................................................................................................................................................88
Summary & Conclusion.....................................................................................................................................................................89
Earnings Outlook...............................................................................................................................................................................90
Valuation...........................................................................................................................................................................................93
Company Profile................................................................................................................................................................................95

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏3 回帖

关键词：深度报告 中国水务 Description competitive Internation 深度 水务

嘿,正需要.

谢谢

楼主好人啊！

还以为是中文的呢，看起来太麻烦了。
1# z00061

能不这么贵吗，都是穷人啊

买不起，物价上涨，下载论坛附件价格也上涨了，

没地生活了

都搞这么贵干嘛啊

thank you very much for your sharing

thank you very much for your sharing

thank you very much for your sharing