【出版时间及名称】:2010年3月印度机械行业研究报告
【作者】:MOTILAL OSWAL证券
【文件格式】:PPT
【页数】:88
【目录或简介】:
Indian Engineering: Geared for Growth .................................................................................... 4-6
Several Macro Trends Suggest Huge Opportunity For Engineering Companies ................ 7-13
Margins At Historical Peaks; FY10-12 PAT CAGR (27%) = Revenue CAGR (28%) ..... 14-18
3QFY10: Revenue Growth Disappoints ................................................................................ 19-22
Valuations Fair, Factor In Cycle Upturn ................................................................................ 23-28
Companies ............................................................................................................................... 29-84
ABB .................................................................................................................................... 30-43
BHEL ................................................................................................................................. 44-53
Crompton Greaves ............................................................................................................. 54-63
Larsen & Toubro ................................................................................................................ 64-78
Siemens ............................................................................................................................... 79-84