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| 文件名: January2013：Abitmoreconfidence，alittlechangeindemand（201301160002GH00QD）.pdf | |
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Table of contents NJA basic materials stocks (Credit Suisse coverage)....................................................2 NJA basic materials stocks (Credit Suisse coverage) (cont.) ........................................3 Credit Suisse commodity price forecasts.......................................................................5 January 2013: A bit more confidence, a little change in demand...................................6 Chinese downstream demand snapshots....................................................................12 Chinese downstream demand snapshots (cont.).........................................................13 Steel: Déjà Vu… steel margin contracted in IO restocking ..........................................15 Asset-based valuation: Steel........................................................................................16 Valuation of peers: Steel ..............................................................................................17 Share performance: Steel ............................................................................................18 Coal: Building a case of positive surprise ....................................................................19 Asset-based valuation: Coal ........................................................................................20 Valuation of peers: Coal...............................................................................................21 Share performance: Coal .............................................................................................22 Cement: On track with weak season............................................................................23 Asset-based valuation: Cement ...................................................................................24 Valuation of peers: Cement..........................................................................................25 Share performance: Cement........................................................................................26 Aluminium: Recovery in exports, for now.....................................................................27 Alumina: Imports continue to recover...........................................................................28 Copper: Rising inventory in exchange warehouse.......................................................29 Rare earths: Year-end pick-up in exports .....................................................................30 Other non-ferrous metals .............................................................................................31 Asset-based valuation: Gold ........................................................................................32 Valuation of peers: Non-ferrous metals........................................................................33 Share performance: Non-ferrous metals......................................................................34 |
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