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| 文件名: db 美国钢铁煤炭 2013.pdf | |
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Table Of Contents
Industry Update ............................................................................. 3 Equity performance and estimates .................................................................................... 3 Key changes: estimates, price targets and ratings ............................................................ 4 Sensitivity analysis ............................................................................................................. 5 Valuation ............................................................................................................................. 6 DB coal/steel outlook: supply-demand; commodity price forecasts ................................. 8 Risks ................................................................................................................................... 9 Thermal coal outlook ........................................................................................................ 10 Coking coal outlook .......................................................................................................... 19 US Natural Gas ................................................................................................................. 23 Iron Ore ............................................................................................................................. 31 COAL ........................................................................................... 34 Coal company comparisons ............................................................................................. 35 ARLP: Investment Thesis ............................................................. 39 ANR: Investment Thesis .............................................................. 43 ACI: Investment Thesis ................................................................ 47 CNX: Investment Thesis .............................................................. 51 JRCC: Investment Thesis ............................................................. 55 BTU: Investment Thesis ............................................................... 59 WLT: Investment Thesis .............................................................. 63 STEEL .......................................................................................... 66 Steel company comparisons ............................................................................................ 67 AKS: Investment Thesis ............................................................... 70 ATI: Investment Thesis ................................................................ 74 MUSA: Investment Thesis ........................................................... 78 NUE: Investment Thesis .............................................................. 82 STLD: Investment Thesis ............................................................. 86 X: Investment Thesis ................................................................... 90 Appendices .................................................................................. 93 |
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