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雷达卡
【出版时间及名称】：2009年12月欧洲交通运输行业研究报告
【作者】：德意志银行
【文件格式】：PDF
【页数】：74
【目录或简介】：
Table of Contents
Traffic recovery is key ....................................................................... 3
Positive prospects for motorways ............................................................................................3
Valuation: sum-of-the-parts and DCF approach.........................................................................6
Multiples comparison ...............................................................................................................7
Free cash flow yield ..................................................................................................................8
Key triggers for the sector ................................................................ 9
Motorway stocks: “proxy to a bond” status under question? ..................................................9
Traffic: a key sector trigger .......................................................................................................9
Interest rates..........................................................................................................................12
Scope to create value via new investments............................................................................14
Profiles comparison ................................................................................................................16
Company Pages ............................................................................... 19
Abertis .............................................................................................. 20
Atlantia ............................................................................................. 40
Brisa .................................................................................................. 54
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