 |
| amish shah. |
| 瑞士信贷 |
一场出场：3
总出现：3
分析师首次亮相：2011年 |
连续第三年，信用瑞士amish shah.是该部门的冠军。分析师在这里占据了八个股票，在资本货物和集团的七个股票中，以一位资产经理为单词，占据了资本货物和集团，赚取了“非理性令人满意的声音”。In March 2012, reasoning that coal deficits would drag down profits despite limited government intervention and deeming their shares overvalued, Shah downgraded from neutral to underperform India’s largest independent power producer, Lanco Infratech of New Delhi, as well as its biggest private thermal and solar power generator, Ahmedabad-based Adani Power. By the middle of October 2013, their shares had plummeted 72.3 percent, to 5.70 rupees, and 53.8 percent, to 34.70 rupees, respectively. Over the same period the sector declined 22 percent. In a similarly bearish move, Shah initiated coverage of Ahmedabad-based Adani Enterprises, the country’s dominant private coal mining company, in November 2012 with an underperform rating, largely on doubts about the prospects for its new mine in Australia. Sure enough, Adani’s stock tumbled 26.7 percent, to 167.90 rupees, through mid-October, lagging the sector by 11.6 percentage points. “We continue to maintain our negative view on private sector power producers,” says Shah, 32, adding that capacity problems are “unlikely to get resolved soon” and that “profitability pressures” are likely to continue. —本马特林 |
