瑞士信贷：2013年1月中国大宗商品研究报告（免费）

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

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

January2013：Abitmoreconfidence，alittlechangeindemand（201301160002GH00QD）.pdf (1.87 MB)

2013-1-17 12:46:04 上传

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏2 回帖

关键词：大宗商品 研究报告 瑞士信贷 performance Downstream 大宗商品 免费 研究报告 change stocks

谢谢分享

谢谢楼主！

多谢楼主分享