MS-GAIL (India) Natural Gas Demand Recovering Well-20250729
这篇研报讲什么？
摘要原文摘录The chemical cycle is entering a turnaround phase after two years of one of thesharpest downcycles in 20 years. We think China's A-I (here) US LNG imports will bepositive for both…
机构观点归属摩根士丹利，研报雷达仅作摘要整理与机构观点聚合。以下为研报摘要原文摘录，内容以原始报告为准。
研报摘要
The chemical cycle is entering a turnaround phase after two years of one of thesharpest downcycles in 20 years. We think China's A-I (here) US LNG imports will bepositive for both the gas marketing and transmission businesses as GAIL's US$7bncapex gets monetized. Click the following links for our views on the Chemicals(here) and Natural Gas markets (here) and how much energy India can import fromthe US (here).
Why OW: We believe GAIL is well positioned to capitalise on increasing domesticproduction and cheaper LNG along with monetisation of its US$7bn pipelineinfrastructure investment over the past decade.
同公司研报
继续比较不同机构对同一公司的判断。
同行业近期研报
从单家公司继续回到行业研究。