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【出版时间及名称】：20100925德意志银行金属与采矿行业报告
【作者】：Deutsche Bank
【文件格式】：PDF
【页数】：95
【目录或简介】Table of ContentsValue still apparent ........................................................................... 4
Xstrata, Ferrexpo are our top picks ...........................................................................................4
Modest changes for large caps – larger changes for pure plays...............................................4
Commodity review............................................................................ 7
Building investment momentum ................................................... 11
Valuations at a low. .................................................................................................................11
M&A and organic growth blooming........................................................................................13
Market now looking through the near term. ...........................................................................15
Industrial Metals.............................................................................. 18
Copper ...................................................................................................................................20
Aluminium..............................................................................................................................24
Nickel .....................................................................................................................................27
Zinc ........................................................................................................................................31
Platinum Group Metals................................................................... 35
Pulled by Gold, pushed by Palladium......................................................................................35
Revising our 12-month-term rand forecast .............................................................................41
PGM prices – Upgrading Palladium, downgrading Rhodium ..................................................41
PGM supply/demand balances ...............................................................................................43
Iron Ore & Thermal Coal ................................................................. 46
Iron Ore..................................................................................................................................46
Thermal Coal ...........................................................................................................................49
Economic Outlook ........................................................................... 52
Global Overview - The Importance of M ................................................................................52
Equities summary............................................................................ 53
The performance score board to date – looking in the rear-view mirror .................................56
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