20120802 - 『汉堡包』

最近印度北部的9个邦发生大停电，3亿人受影响。

知道印度的人口有多少吗？

几乎四分一受影响。

危机即转机？

来看看下面这篇安联的报告『当然，目标价看爽就好，先不要当真』。

Alliance Research:

India recently experienced its worst power crisis, effecting over 600m people across 20 states. We view this blackout as a positive for RKM (Mudajaya's 26% associate) as there is heightened pressure for Coal India Ltd to ink the fuel supply agreements with IPPs. Coal India Ltd recently agreed to supply 80% of the required coal to the IPPs with any shortfalls met via imports. The pooled pricing should not impact RKM given its fuel cost pass thru mechanism. Maintain BUY on Mudajaya with RM4.37 TP. (refer to report for details)

短期出现SUBWAY汉堡包趋势。

东南亚最大的甲醇生产商及马来西亚最大的烯烃及尿素生产商。