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Alstom

Espaço dedicado a todo o tipo de troca de impressões sobre os mercados financeiros e ao que possa condicionar o desempenho dos mesmos.

por Alfred E. Neuman » 4/11/2004 19:03

Onde ouviu os rumores sobre o TGV na China ?

Penso o movimento se deveu mais aos comentários do CEO da Alstom que se encontrava de viagem à India.





India to be second largest market after China for Alstom:

[Business India]: New Delhi, Nov 4 : Global infrastructure major Alstom is widening its India operations to capitalise on the larger power generation capacities being created in the country, and plans to make it one of its export hubs like China.

"We expect India to be the second largest market in our operations after China in the next five to 10 years," Patrick Kron, the chairman and CEO of Alstom, told journalists Wednesday night at the end of his three day visit to study growing business opportunities.

Besides interacting with public and private power sector majors like the Delhi Metro Railway Corp, Kron met Finance Minister P. Chidambaram, Power Minister P.M. Sayeed and Commerce Minister Kamal Nath to find out about government emphasis on accelerating private and foreign investments in the power and transport sectors.

"India's capacity addition in the power sector in the past had been around 4,000-5,000 MW annually. It will probably double in the future. Already it has risen to 7,000-8,000 MW annually," Kron said.

Alstom sees good scope for growth with the increase in capacity addition as India targets doubling power generation capacity by 2012 -- from 100,000 MW in 2002 -- to meet growing demand.

"There is room for plenty of players in India. The volume and price this year are very challenging," the official said.

Expressing unhappiness about the 10 percent weightage given to public sector companies, Kron said: "I would not like to comment on the issue as I am happy about the overall growth prospects in India. The market here is very cost competitive."

To capitalise on growth prospects, Alstom is "planning to localise its operations and substantially strengthen and widen Indian operations".

Towards this end, the company is making its Vadodara factory a global engineering and manufacturing centre for hydropower along with China and Brazil. The Vadodara facility in Gujarat will be developed as one of Alstom's centres for engineering and manufacture of turbines and generators.

"We are also planning to set up a plant engineering function somewhere around Delhi to develop in-house capability to take on projects as and when required," said Kron.

Alstom is the majority stakeholder in its Indian subsidiary Alstom Projects India Ltd, which has around 6,500 employees on its payrolls.

A top management team of Alstom power turbo systems had visited in July and decided to create a research and development centre in Bangalore and enhance engineering personnel in Delhi.

"We see both India and China participating in our broader goals as an export base," Kron said.

The company, which had been facing some financial problems two years back, is now on an even keel with debts having being restructured and helping to revive the market trust to generate growing orders, the official said.

He expressed the hope that India, which contributes around 300 million euros ($384 million) turnover would develop like China, which has grown from the same level two years back to 500 million euros ($641 million) last year.

"Recently, in just one week, we signed contracts worth 1.4 billion euros ($1.79 billion), which reflects the tremendous faith being reposed in our company," he said.

On the power sector in India, Kron favoured a mix of coal, hydel and gas based projects.

While gas based power generation offered options of setting up mega power projects, he clearly favoured more focus on environment friendly hydel projects.

"With hydro power having only 25 percent share in the power mix, there is quite a lot of identified but untapped potential. Countries with large untapped hydro potential are India, China and Brazil. This potential needs to be tapped," Kron said.

--Indo-Asian News Service
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por Visitante » 4/11/2004 18:41

Rumores que vencedor na china é tgv.
Visitante
 

deu sinal

por starter » 4/11/2004 13:12

a meu ver a quebra em alta do range de negociação com volume foi sinal de compra ontem...o comportamento de hoje confirma o sinal de compra de curto prazo.

Cumps
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por valves » 2/11/2004 0:40

Bem eu normalmente não gosto de comentar titulos onde tenho interesses directos mas vou tentar de uma forma imparcial fazer uma analise objectiva :

1 - ultimamente tem andado numa range apertada entre os 0,51 e os 0,53 o que está a acontecer é que nos ultimos dias tem andado colada aos 0,53 portanto não me admiraria nada que ela rompensse mais dia menos dia os 0,53 e fosse dar um pulão até aos 0,6 e para já é só isto que há para dizer vamos ver o que o futuro nos reserva
Aqui no Caldeirão no Longo Prazo estamos todos ricos ... no longuissimo prazo os nossos filhos estarão ainda mais ricos ...
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Alstom

por Barra » 1/11/2004 23:56

Alguém me pode esclarecer quais os movimentos previsiveis no m/l prazo.
“Eu não sei onde o mercado vai estar amanhã ou dentro de uma semana, um mês ou um ano. Sei, no entanto, que se tivesse à escolha manter dinheiro em caixa ou em obrigações a 30 anos ou em ações, não hesitaria um segundo em escolher ações"

Warren Buffett

Bons negócios !!!
 
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