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雷达卡
【出版时间及名称】：2010年1月欧洲工程承包商行业研究报告
【作者】：德意志银行
【文件格式】：pdf
【页数】：95
【目录或简介】：
Table of Contents
Executive summary ........................................................................... 3
Key investment themes .................................................................. 10
Economic outlook and construction activity ................................ 17
Introducing the companies............................................................. 20
The European construction market at a glance ............................ 23
Why we need greater infrastructure investments........................ 28
Infrastructure funding: PPPs........................................................... 31
The civil engineering market .......................................................... 34
Residential housing segment ......................................................... 37
The credit impulse........................................................................... 44
“Long” cycle vs. “late” cycle.......................................................... 46
Valuation and risks.......................................................................... 48
Company pages ............................................................................... 53
Appendix A: Fiscal stimulus plans ................................................. 86
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