【出版时间及名称】:2009年12月韩国造船行业研究报告
【作者】:SHINHAN
【文件格式】:PDF
【页数】:35
【目录或简介】:
Contents
Investment strategy
3
Ocean shipping
5
Order outlook
6
Shipbuilder profits under pressure
7
New growth drivers
9
Profit margins to remain steady in 2010 on falling raw material prices
11
Vessel prices to drop
12
Order backlogs look sufficient
15
Offshore plants
16
Oil prices and BIG 3’s offshore plant order trend
17
Comparison of domestic and foreign shipbuilders’ investment indicators
18
The Big 3’s cost analysis
20
2010 forex rates and EPS sensitivity
21
Appendix: Top 5 Korean Shipbuilder core investment index
24
Appendix: Top 5 Korean Shipbuilder core investment index
25
Company Profile
HHI
SHI
DSME
STX S
26