2010年1月俄罗斯石油天然气行业研究报告

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】：2010年1月俄罗斯石油天然气行业研究报告
        【作者】：德意志银行
        【文件格式】：PDF
        【页数】：48
        【目录或简介】：
Table of Contents
Investment summary ........................................................................ 3
Deutsche Bank maintains unconventional view on 2010 Brent ................................................3
50:50 weighted DCF/target multiple valuation..........................................................................3
Risks ........................................................................................................................................3
Valuation and risks............................................................................ 4
Valuation methodology .............................................................................................................4
Application of APT-based DCF valuation...................................................................................5
Application of target multiples ..................................................................................................8
Calculation of target prices .......................................................................................................9
Sector investment outlook ............................................................. 11
Sector analysis: Crude oil vs. gas............................................................................................11
Preference switch from the oil sector to gas sector...............................................................12
Crude oil market outlook ................................................................ 15
2010: from financial to physical drivers...................................................................................15
Dollar to strengthen in 2010 = bearish oil forecast .................................................................18
Conclusion – we expect some weakness in oil prices in 2H10...............................................20
Forecast revisions............................................................................ 23
Revision of macro assumptions..............................................................................................23
Price assumptions...................................................................................................................24
Estimate revisions for oil companies ......................................................................................25
Novatek forecast changes ......................................................................................................26
Appendix A....................................................................................... 40
Valuation and risks for individual companies...........................................................................40

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 石油天然气 天然气行业 研究报告 行业研究 研究报告 行业 石油 天然气 俄罗斯