2010年2月韩国基建行业研究报告

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【出版时间及名称】：2010年2月韩国基建行业研究报告
        【作者】：野村证券
        【文件格式】：PDF
        【页数】：190
        【目录或简介】：
Contents
Overseas construction: energy building 4
Gaining market share in lucrative Gulf construction market 4
Margins overseas — Samsung Engineering a benchmark 8
Gulf petrochemicals expansions: marching on 10
Financing hit a quick bottom 12
Cost pressure at Middle East projects subside 13
Nuclear plus: also tidal (sea), wind-solar 15
Exporting Korea’s nuclear technology overseas 15
US$40bn UAE nuclear power deal 16
Nuclear power: a government priority 17
Nuclear power capacity to account for 33% by 2022F 18
Economics of nuclear power in Korea 20
Tidal (sea), wind, and solar power: also the next wave? 22
Housing: recovery in progress 23
Supply shortage looms in Seoul area 23
Deregulation & regulation: constructing a healthy medium 25
Price trends: robust in Seoul area 28
Korean version of a ‘sub-prime’ crisis: not likely, in our view 30
Unsold apartments: still problematic but manageable now 31
PF liabilities: peaked in 2H08 33
Affordability: indexes and data 34
General contracts: grander, more PFI 39
Grander public works projects 39
Inner city redevelopment 40
The 100-storey boom 41
Korea’s Long ‘River March’ — the Four Rivers Revival Project 42
Greater Seoul Underground Express Rail Project (GTX) 43
City of Seoul’s deep underground expressway plan 44
Valuation 45
EV/backlog method 45
P/Es don’t tell the whole story 46
Construction sector valuation; peer valuation; nuclear sector valuation 47
Risks to our sector call 50
Latest company views
Daelim Industrial (DLI) 51
GS Engineering & Construction (GSEC) 68
Hyundai Development (HDC) 87
Hyundai Engineering & Construction (HDEC) 103
Korea Power Engineering (KOPEC) 121
Korea Plant Service & Engineering (KPS) 137
Samsung C&T Corporation (SSC) 155
Samsung Engineering (SSE) 172

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关键词：行业研究报告 研究报告 行业研究 Construction Deregulation 研究报告 行业 韩国 基建

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