【出版时间及名称】：2010年1月印度基础设施行业研究报告
        【作者】：德意志银行
        【文件格式】：pdf
        【页数】：43
        【目录或简介】：

Table of Contents
Summary............................................................................................ 3
Big leap for power sector.................................................................. 6
At a time of a tight supply scenario............................................... 10
Is pricing coming back for the sector?........................................... 14
How to play this capex cycle.......................................................... 16
We upgrade our earnings for BHEL and Thermax ........................ 18
How have the stocks behaved?...................................................... 20
Valuation .......................................................................................... 23
Sensitivity and risk analysis ........................................................... 26
Appendix A: BHEL............................................................................ 28
Appendix B: L&T.............................................................................. 30
Appendix C: Thermax...................................................................... 32
Appendix D: ABB India.................................................................... 34
Appendix E: Siemens India............................................................. 36