【出版时间及名称】：2009年11月英国工程机械行业研究报告
        【作者】：brewin dolphin证券
        【文件格式】：pdf
        【页数】：60
        【目录或简介】：
CONTENTS
SUMMARISED VIEW BY COMPANY 3
SECTOR THEMES 4
1. Costs Out High, Costs in Low
2. Destocking to Restocking?
3. Currency Impact – Permanent Gains?
4. Geographic Exposure
5. Who to Follow in a Double Dip?
MACRO ENVIRONMENT/POSITION IN THE CYCLE 6
AMERICAN REPORTING SEASON – Q3 OVERVIEW 8
SECTOR VALUATIONS 11
DIARY – NEXT NEWS 14
INDIVIDUAL COMPANY REVIEWS 15
• BODYCOTE
• CHARTER
• COOKSON
• FENNER
• HALMA
• HILL & SMITH
• IMI
• ROTORK
• SPIRAX-SARCO
• VITEC GROUP