【出版时间及名称】:2010年1月亚洲基本金属行业研究报告
【作者】:汇丰银行
【文件格式】:PDF
【页数】:68
【目录或简介】:
Investment thesis 3
Aluminium: Fundamental
divide 10
Alumina: Follow the leader 13
Copper: Shorter, sharper, but
still a big surplus 16
Company summaries 19
Jiangxi Copper – Stay away for now 20
OZ Minerals – Prominent 24
Chalco – Rising costs 29
Alumina Ltd – Linkage rising 34
Hindalco – Go green? 38
Nalco – Trading at peak valuation 42
Zhongwang – Still suspended 46
China aluminium statistics 51
China copper statistics 57
Disclosure appendix 64
Disclaimer 67