瑞银：China Basic Materials Monthly-2010.1.20（免费到底）

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出版者：瑞银
格式：PDF
时间：2010.1.20
页数：30

Table of contents
NJA basic material stocks (Credit Suisse coverage) 2
Credit Suisse commodity price forecasts 4
Monthly theme – moving into quiet season 5
Downstream demand snapshots 8
Steel – rising import iron ore price, cost push on steel price 10
Asset-based valuation – steel 11
Valuation of peers – steel 12
Share performance – steel 13
Coal – perfect storm 14
Asset-based valuation – coal 15
Valuation of peers – coal 16
Share performance – coal 17
Cement – rising coal price meets weak season 18
Asset-based valuation – cement 19
Valuation of peers – cement 20
Share performance – cement 21
Aluminium – normalising price 22
Alumina – improving pricing 23
Copper – imports regaining strength 24
Other non-ferrous metals 25
Asset-based valuation – gold 26
Valuation of peers – non-ferrous metals 27
Share performance – non-ferrous metals 28

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关键词：Materials material Monthly month China Basic China Materials

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