20100122 中国金属及矿业：布局通胀的加速政策的收紧，看好上游企业 (英文版)

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【出版时间及名称】：20100122  中国金属及矿业：布局通胀的加速政策的收紧，看好上游企业 (英文版)
【作者】： Goldman Sachs
【文件格式】：PDF
【页数】：66
【目录或简介】：
Table of contents
Overview: Position for inflation acceleration/policy tightening 2
More signs of growth strength, more signs of accelerating inflation 10
Looking for margin security, which varies along the value chain 13
Looking for multiple protection as path gets bumpier/risk is higher 16
We prefer Coal; Yanzhou Coal (H) added to CL-Buy 20
We prefer Moly; Buy JDC Moly (off CL-Buy) and China Moly 26
Further Cement downgrade; Anhui Conch to Sell from Neutral 28
We downgrade Aluminum; Chalco (H) to CL-Sell from Neutral 35
We still prefer Copper, but downgrade Jiangxi Copper to Sell on valuation 38
Neutral on Zinc and Lead, negative on Nickel 40
We downgrade Steel to Neutral; Baosteel/Angang/Magang/China Steel to Neutral from Buy 42
Disclosures 65

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关键词：英文版 Acceleration Accelerating value chain Disclosures Mining Metal

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