global banking industry primer - deutsche bank (2011)
deutsche bank swiss equities conference 2011 holcim ready to shift gears bernhard a fuchs head investor relations
... Equities Conference 2011
Agenda
1
Strategy & positioning based on long term growth
2
Performance driven management teams
3
Ready to shift gears – cash generation capacity
4
Conclusions
16
â Holcim ... 2011
May 18, 2011
Swiss Equities Conference 2011
Asset divestments and Net working capital / sales
Working capital management, pruning of assets and
expansion c...
banking 101 large cap bank primer
... how bank
stocks are valued and how bank stocks
trade.
Company
Global Markets Research
North America United States
Financial Banks
11 May 2011
US Large Cap Banks
Banking 101
Matt ...
Costs/Benefits of Regulation 70
11 May 2011 Banks US Large Cap Banks
Deutsche Bank Securities Inc. Page 3
Table of Contents
Competitive Landscape 71
How Large is the Ban...
china cement industry primer boc international (2011)
... China NE China E China
S China SW China NW China
Source: Digital Cement, BOCI Research
SW China cement price: 1% CAGR in
1997-2010 and up 10% from 1997 to May
2011
NW China cement price: ... of cement companies is: Anhui Conch, China
National Building Material, Shanshui Cement, China Resources Cement and West
China Cement. We reiterate our
OVERWEIGH...
china industrial primer deutsche bank
... Research
Deutsche Bank energy savings and environmental protection reports
Source: Deutsche Bank
Asia Hon
g
Kon
g
Ener
gy
11 November 2010
China Industrial Primer
Energy saving ... (600526.CH, not rated) 169
Related Deutsche Bank published reports 170
Deutsche Bank AG/Hong Kong Page 5
11 November 2010 Manufacturing China Industrial...
oil and financial markets deutsche bank (2011)
... Bank
2
Transportation
Refining
Storage
Distribution
Consumption
Production
Exploration
Banks play a role across the entire product cycle
Source: Deutsche Bank
The Role of Banks in Oil Markets
Adam Sieminski +1 202 662 1624 adam.sieminski@db.com April 26, 2011
Deutsche Bank
The ... market
6
Source: Deutsche Bank
Adam Sieminski +1 202 662 1624 adam.sieminski@db.com April 26,...
electric utilities and independent power producers industry primer bank of america (2006)
... CFA
212.847.5085
stucker@bofasecurities.com
35
Electric Utilities, Independent Power Producers
Electric Utilities Primer
Everything You Wanted To Know but Were Afraid To Ask
Daniel W. Scott
212.847.5638
dan.w.scott@bofasecurities.com
This ...
Fundamental Drivers of the Electric Utility Industry 8
Operational Chain of Electric Utilities 11
What Does an Electric...
rare earth elements industry primer - jacob securities (2011)
...
Rare Earth Elements - Industry Primer
.
Jacob Securities Inc., 199 Bay Street, Suite 2901, Toronto, ON M5L 1G1 + 1-4 1 6-8 6 6-8 300 www.jacobsecurities.com Page 1
JSI
JACOB ... Toronto, ON M5L 1G1 + 1-4 1 6-8 6 6-8 300 www.jacobsecurities.com Page 2
JSI
JACOB SECURITIES INC.
EQUITY RESEARCH
<TITLE>OCTOBOCTER
SE
BC...
global banking industry primer - deutsche bank (2011)
... -1 8.9 -2 7.2 -2 0.3
UK -2 .6 -1 5.8 -3 6.1 -4 2.2 -5 0.5
Sweden -7 .5 -1 7.0 -2 8.8 -3 1.9 -2 6.4
France -1 9.0 -3 0.6 -5 3.7 -5 1.9 -5 7.6
Germany -1 5.8 -3 1.4 -4 9.9 -5 5.5 -4 3.2
Greece -1 .8 -2 9.6 -5 2.7 -5 6.5 ... -5 6.5 -6 9.4
Ireland -7 .0 -3 3.6 -5 8.8 -8 3.9 -9 2.1
Italy...
steel industry primer - credit suisse (2011)(2)
...
-6 0.0%
-5 0.0%
-4 0.0%
-3 0.0%
-2 0.0%
-1 0.0%
0.0%
10.0%
20.0%
30.0%
40.0%
Nov-99
May-00
Nov-00
May-01
Nov-01
May-02
Nov-02
May-03
Nov-03
May-04
Nov-04
May-05
Nov-05
May-06
Nov-06
May-07
Nov-07
May-08
Nov-08
May-09
Nov-09
May-10
Nov-10
YoY ...
35.0%
45.0%
55.0%
65.0%
75.0%
85.0%
95.0%
No
v
-
9
8
Ju
l
-9 9
M
ar
-
0
0
N
o
v-00
J
ul-01
M
ar
-
0
2
Nov-02
Ju
l-0...
global energy industry primer - credit suisse (2012)
...
0
0.5
1
1.5
2
2.5
3
3.5
4
Mar-08 Sep-08 Mar-09 Sep-09 Mar-10 Sep-10 Mar-11 Sep-11
-
500
1,000
1,500
2,000
2,500
3,000
Nov-11 Nov-11 Jan-12 Oct-12 Nov-12 Nov-13
Source: Energy Velocity, Credit Suisse. Source: ... eduardo.royes @credit- suisse. com
Utilities
Jonathan Sisto
(
New York
)
+1 21 2-3 2 5-1 292
j
onathan.sisto
@
credit- suisse. com Vincent Gilles
(
London
)
+...
global fertilizers industry primer - ubs (2008)
... 1990-present
0.00
2.00
4.00
6.00
8.00
10.00
Jan-90
Jan-92
Jan-94
Jan-96
Jan-98
Jan-00
Jan-02
Jan-04
Jan-06
Jan-08
Record Wheat Prices
4.00
6.00
8.00
10.00
12.00
14.00
Jan-90
Jan-92
Jan-94
Jan-96
Jan-98
Jan-00
Jan-02
Jan-04
Jan-06
Jan-08
Low ...
Chart 18: Chinese versus global Urea Prices
100
150
200
250
300
350
400
J
an
-0
2
Jul-02
J
an-
0
3
J
ul-
03
J
a
n-0
4
Jul-04
J
an-
0
5...
Utilities and power industry update deutsche bank (2010)
... 2010 Utilities and Power Utilities and Power
Page 18 Deutsche Bank Securities Inc.
Figure 27: DB Utilities & Power Comparative Valuation Sheet (2)
DEUTSCHE BANK SECURITIES
UTILITIES & POWER ...
Deutsche Bank Securities Inc. Page 17
21 December 2010 Utilities and Power Utilities and Power
Figure 26: DB Utilities & Power Comparative...
global oil and gas industry primer - deutsche bank (2008)
... - - - - - 0% 0%
Papua New Guinea 0% - - - - - - - - - -
Phillipines - - 1% 1% - - - - - - - -
Thailand 0% - - 9% 2% - - - - 4% - 4%
Timor - - - - 2% 1% - - - - - -
Vietnam 0% - - 1% - - - - - ... -
Brunei - 6% 0% - - - - -...