【出版时间及名称】:2009年11月欧洲建材行业研究报告
【作者】:荷兰国际集团
【文件格式】:PDF
【页数】:335
【目录或简介】:
Contents
Weak foundations 1
Investment snapshot 3
Summary 5
Valuation 14
Earnings outlook: low visibility 25
Excellent long-term dynamics 68
Stock selection 84
Companies 99
Buzzi Unicem ........................................................................................................101
CRH.......................................................................................................................119
HeidelbergCement ................................................................................................135
Holcim ...................................................................................................................153
Italcementi .............................................................................................................171
Lafarge ..................................................................................................................189
Saint-Gobain .........................................................................................................209
Titan Cement.........................................................................................................227
Travis Perkins........................................................................................................241
Wienerberger.........................................................................................................257
Wolseley................................................................................................................273
Appendix A: Regional forecasts 287
Appendix B: Country Databank 295
Disclosures Appendix 332
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