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雷达卡
【出版时间及名称】：2009年11月澳大利亚铜行业研究报告
【作者】：德意志银行
【文件格式】：PDF
【页数】：44
【目录或简介】：
Table of Contents
Australian copper sector................................................................... 3
Prefer PNA and RIO – cheapest on P/NPV................................................................................3
Sector valuations and risks........................................................................................................7
Appendix – Copper update............................................................. 18
Copper: Turbulence ahead ......................................................................................................18
Summary overview .................................................................................................................18
Decelerating growth a concern...............................................................................................19
China trade: 2010 looks more challenging ..............................................................................21
Chinese buying to decelerate..................................................................................................22
Supply: Q4 2009 as bad as it gets?.........................................................................................25
Financial factors: A key support for 2010................................................................................26
Implications for 2010 ..............................................................................................................29
Meaningful scarcity.................................................................................................................30
Where is future supply coming from?.....................................................................................32
Supply economics...................................................................................................................34
Further long-term considerations............................................................................................35
Global supply/demand model........................................................ 37
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