摩根斯坦利 - 65页巴西基础设施建设研究20100505

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大小：875KB (PDF)
Page: 65
Table of Contents
Executive Summary...............................................................................................................................................................
3
Brazil Infrastructure: Paving the Way.....................................................................................................................................
5
Equity Investment Implications...............................................................................................................................................
7
Infrastructure Investment Requirements................................................................................................................................
10
Prospective Infrastructure Investment by Sector.....................................................................................................................
11
Challenges to Increased Infrastructure Investment.................................................................................................................
13
Current Situation: Not Good for Brazil’s Competitiveness.......................................................................................................
16
Macroeconomic Implications..................................................................................................................................................
19
Equity Section
Agribusiness: An Infrastructure Play Via Rumo (Cosan SA, Cosan Ltd.).........................................................................
25
Basic Materials: Steel Is Our Favorite Way to Play Infrastructure in Brazil; Limited Benefits to Mining or Pulp & Paper (Gerdau, Usiminas).........................................................................................................................................................
28
Oil, Gas & Petrochemicals: Pre-Salt and Local Content Boosting Local Development (OSX, Lupatech)........................
33
Transportation Infrastructure: Highways and Rail: CCR and ALL Benefit from Accelerating Infrastructure Investment (ALL, CCR).....................................................................................................................................................................
37
Utilities/Electric and Water: In Support of Economic Growth (Tractebel, CPFL)..............................................................
41
Appendix I: Infrastructure Across Sectors in Brazil.................................................................................................................
46
Appendix II: The Growth Acceleration Program (PAC)............................................................................................................
54
Appendix III: The 2014 World Cup and 2016 Olympic Games................................................................................................
58
Appendix IV: Morgan Stanley Brazil Infrastructure Basket Constituents (Bloomberg ticker: <MSBZINFR>)...........................
60
Appendix V: Companies Leveraged to Infrastructure Investment...........................................................................................
61

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