2010年2月印度电力设备行业研究报告

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【出版时间及名称】：2010年2月印度电力设备行业研究报告
        【作者】：野村证券
        【文件格式】：pdf
        【页数】：50
        【目录或简介】：


Contents
Investment summary 3
Investment risks 4
Huge opportunity in T&D 5
Need for T&D investment stems from high inefficiencies 5
Inadequate investments in T&D infrastructure so far 5
So what lies ahead? 6
T&D equipment market > US$12bn pa 10
~US$50bn T&D equipment opportunity in the 11th plan (FY08-12) 10
Opportunity set to rise 45%+ in 12th plan to ~US$73bn (FY13-17) 11
Plan delays imply back-ended growth 12
Competition on the rise; but pie is large 14
Fragmented market made worse with foreign entries 14
Technology still a barrier for large projects 14
Increase in transformer manufacturing capacity 15
Pricing pressure from foreign entrants 15
Market structure in power T&D equipment 15
Capex cycle about to turn 17
Industrial capex suffered on account of the crisis 17
Capacity shortages are back 17
Stalled financial closures have restarted 19
Valuations still offer return opportunity 20
ABB India: PT of INR950; upgrade to BUY rating 21
Crompton Greaves: PT of INR535; initiate with BUY rating 21
Latest company views
ABB India 23
Crompton Greaves 33

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