【出版时间及名称】:2010年3月印度基建行业研究报告
【作者】:MOTILAL OSWAL证券
【文件格式】:PPT
【页数】:64
【目录或简介】:
Indian Construction: Work-in-Progress..................................................................................... 4-5
Improving Order Intake Visibility to Revive Deteriorated Book-to-Bill Ratio ................... 6-10
BOT/Real Estate Projects Provide Unlocking Opportunities ...............................................11-13
Working Capital Management and Interest Cost Hold Key to Profitability ...................... 14-18
3QFY10: Execution Impacted, Margins Stable .................................................................... 19-22
Attractive Valuations; Top Picks are NCC and Simplex...................................................... 23-26
Companies ............................................................................................................................... 27-61
Hindustan Construction ..................................................................................................... 28-38
IVRCL................................................................................................................................ 39-46
Nagarjuna Construction ..................................................................................................... 47-54
Simplex Infrastructure ....................................................................................................... 55-61
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