Morgan Stanley - 77 pages - Petrochemicals - 20101018

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大小：788KB (PDF)
页数：77
目录：
Petrochemicals - Preparing for a supercycle
Investment Debates
Global Utilization
Demand
Supply
Feedstock costs
Focus Stocks
......
Valuations

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关键词：Chemicals Chemical Stanley Morgan Petro Morgan Stanley pages

Table of Contents
Petrochemicals — Preparing for a Supercycle........................................................................................................................... 3
Investment Debates ................................................................................................................................................................... 8
Global Utilization ........................................................................................................................................................................ 15
Demand ..................................................................................................................................................................................... 19
Supply ........................................................................................................................................................................................ 41
Feedstock Costs ........................................................................................................................................................................ 47
Focus Stocks
LyondellBasell..................................................................................................................................................................... 57
PTT Chemical Public Company .......................................................................................................................................... 59
SABIC................................................................................................................................................................................. 61
Dow Chemical Company..................................................................................................................................................... 63
BASF .................................................................................................................................................................................. 65
Formosa Plastics ................................................................................................................................................................ 67
LG Chem............................................................................................................................................................................. 69
Reliance Industries ............................................................................................................................................................ 71
Valuations .................................................................................................................................................................................. 73