【出版时间及名称】:2010年3月印度水泥行业研究报告
【作者】:MOTILAL OSWAL证券
【文件格式】:pdf
【页数】:88
【目录或简介】:
Contents
Page No.
Cement demand to enter new growth trajectory .......................................... 6-12
Foundation of new upcycle being laid ......................................................... 13-19
Cement price volatility in the short term .................................................... 20-21
Regional imbalances to have cascading impact across regions ..................... 22
Sector to re-rate, expect premium over historical trend; Buy .................. 23-26
Annexure-I .......................................................................................................... 27
Annexure-II .................................................................................................. 28-29
Annexure-III ................................................................................................. 30-31
Annexure-IV ....................................................................................................... 32
Companies .................................................................................................... 33-85
ACC ....................................................................................... 34-40
Ambuja Cements................................................................... 41-47
Grasim Industries ................................................................. 48-54
UltraTech Cement................................................................. 55-62
Birla Corporation .................................................................. 63-68
India Cements ....................................................................... 69-74
Shree Cements ...................................................................... 75-81
Mangalam Cement ............................................................... 82-85
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