2009年12月台湾水泥行业研究报告

相似文件 换一批

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

【出版时间及名称】：2009年12月台湾水泥行业研究报告
        【作者】：德意志银行
        【文件格式】：PDF
        【页数】：61
        【目录或简介】：
Table of Contents
Cement operation in Taiwan -difficult to boost.............................. 3
Stagnant Taiwan domestic market............................................................................................3
Exports to hurt overall margins .................................................................................................5
Selectively bullish on cement operations in China ........................ 7
Deutsche Bank is bullish on the cement sector in China ..........................................................7
TCC International Holding (1136 HK) – aggressive expansion and favorable geographical
exposure ..................................................................................................................................8
Impact of a potential deal between TCC Int’l and Prosperity Int’l ...........................................10
Disadvantageous geo exposure of Asia Cement China (743 HK)............................................11
No earnings growth in 2010 ........................................................... 14
Investment income to fall in 2010E.........................................................................................14
NAV gaps against the market; initiate with Holds ...................................................................16
We prefer TCC over ACC if the potential deal goes through ..................................................20
A major risk: coal price.................................................................... 22
Coal price to be the single biggest factor swinging profitability .............................................22
Taiwan Cement................................................................................ 23
Asia Cement..................................................................................... 42

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0 回帖

关键词：行业研究报告 研究报告 水泥行业 行业研究 Geographical 研究报告 台湾 行业 水泥

这明显是不想让大家看，版主难道看不见啊！