荷兰国际集团--欧洲电气设备行业研究报告2008年5月

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Contents
Executive summary 1
Investment case 2
Power to remain on the agenda for a while...............................................................2
How we differ (or not) from consensus......................................................................2
Catalysts and triggers for our Buy recommendations ...............................................4
Risks..........................................................................................................................4
The electrical exception 5
Electrical equipment makers should withstand the US hurricane .............................5
Power to remain on the agenda for a while...............................................................7
Wind energy will blow even stronger!......................................................................12
Towards a third industrial revolution?......................................................................13
What to play during 2008? 14
Outlook by market segment: prospects for 2008 still strong ...................................14
‘Short cycle versus long cycle’ is no longer the real issue for investors..................16
A long-short within each sub-segment ....................................................................19
General ranking of electrical equipment makers .....................................................20
Valuation 24
ABB (Buy, TP SFr36) ..............................................................................................26
Alstom (Buy, TP

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关键词：荷兰国际集团 电气设备行业 行业研究报告 行业研究 国际集团 研究报告 欧洲 电气 设备 荷兰国际集团

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