2010年2月印度天然气行业研究报告

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【出版时间及名称】：2010年2月印度天然气行业研究报告
        【作者】：SSKL
        【文件格式】：PDF
        【页数】：54
        【目录或简介】：
Contents
Investment Argument.........................................................................................3
Downstream infrastructure to get a boost....................................................3
Natural Gas: Demand-supply dynamics transforming..............................9
Government policy to drive sector growth................................................12
T&D Sector: Cashing in on the supply bounty..........................................14
Valuations & View.........................................................................................15
Companies .........................................................................................................18
GAIL....................................................................................................................19
Investment Argument ...................................................................................20
GAIL: Massive investment plans to underpin growth.............................20
Other businesses to turn material in the long term...................................24
Financials: Margins to track capex, with a lag...........................................26
Valuations & View.........................................................................................27
Valuations & View.........................................................................................28
Key risks..........................................................................................................30
GSPL ...................................................................................................................32
Investment Argument ...................................................................................33
GSPL: Aggressive volume growth ..............................................................33
Regulation: Aggressive depreciation to protect tariffs.............................36
Financials: Strong earnings growth over FY09-11E ..................................37
Valuations & View.........................................................................................38
Key risks..........................................................................................................39
GGCL..................................................................................................................41
Investment Argument ...................................................................................42
GGCL: A leading privately-owned CGD player.......................................42
Gas supply: The key to growth....................................................................46
Regulations: Marketing margins underpin resilience ..............................48
Financial Analysis..........................................................................................49
Valuations & View.........................................................................................51
Key risks..........................................................................................................52

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