【出版时间及名称】：2009年12月澳大利亚重工业研究报告
        【作者】：摩根斯坦利
        【文件格式】：PDF
        【页数】：89
        【目录或简介】：
Contents
Investment Case............................................................................................................................................................. 3
Valuing the Sector.......................................................................................................................................................... 5
Key Drivers of the D&C Segment ................................................................................................................................. 7
#1: Demand for LNG to boost revenues ........................................................................................................................... 7
#2: Global economic outlook improving ............................................................................................................................ 9
#3: Mining and fiscal stimulus to boost Engineering & Construction .............................................................................. 10
#4: Government sustainability initiatives a long-term benefit.......................................................................................... 16
Company Analysis ....................................................................................................................................................... 18
Leighton Holdings Ltd. ................................................................................................................................................ 19
WorleyParsons Ltd....................................................................................................................................................... 40
Downer EDI Ltd............................................................................................................................................................. 55
UGL Ltd. ........................................................................................................................................................................ 71