俄罗斯基建行业研究报告2009年10月

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Contents
Investment case 4
Comparative valuation, recommendations 6
Government stimulus has sparked development 7
The sector has every chance for swift recovery
Establishing concessions will increase investment efficiency
Significant infrastructure investments are planned
Financing is in line with other countries
The country's main projects will drive growth 8
Priority on strategic projects
The 2014 Olympics are a good growth driver
The Far East development program provides orders
The Western High Speed Diameter is a strategic roadway for Saint Petersburg
The power sector is launching a large-scale modernization
Participation in key projects ensures revenue growth 10
The best contracts follow the leaders
Trest Gidromontazh 11
Bamtonnelstroy 14
Mostotrest 17
Mostostroy-11 20
Dalmostostroy 23
Mostootryad-19 26
Khanty-Mansiyskdorstroy 29

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关键词：行业研究报告 行业研究 研究报告 俄罗斯 罗斯基 研究报告 行业 俄罗斯 基建