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瑞银证券--UBS Global IO：大宗商品价格.pdf (1.56 MB)

2010-10-28 08:09:53 上传

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关键词：Global lobal 商品价格 瑞银证券 大宗商品 商品 大宗 UBS Global

游戏规则的改变 4
瑞银的首选大宗商品 6
— > 未来12个月...........................................................................................................6
— 瑞银大宗商品价格调整：概述.................................................................................7
瑞银的前10 大首选股 8
— 铁矿石、煤炭和黄金股............................................................................................8
— 潜在收购对象..........................................................................................................9
— 首选的贵金属股票...................................................................................................9
瑞银大宗商品价格预测 11
策略部分 16
— 1. 第二轮定量宽松政策下的大宗商品——以及之前所犯的错误............................16
— 2. 瑞银的10大首选矿业股以及最不看好的个股......................................................25
— 最不看好的个股....................................................................................................27
— 3. 采矿业并购活动趋增..........................................................................................27
— 并购动机/推动力...................................................................................................28
— 4. 黄金的最佳投资途径是什么？ ...........................................................................33
— 5. 中国的下一个五年计划......................................................................................36
— 6. 钯金——使用密集度高，供应紧缺....................................................................38
大宗商品回顾 42
铜 42
— 定量宽松 ...............................................................................................................42
— 供需前景 ...............................................................................................................42
— 瑞银价格预估........................................................................................................43
— 市场回顾 ...............................................................................................................43
电解铝 45
— 尽管库存高企，但市场吃紧..................................................................................45
— 供需前景 ...............................................................................................................46
— 瑞银价格预估........................................................................................................46
— 市场回顾 ...............................................................................................................46
氧化铝 48
— 供需前景 ...............................................................................................................48
镍 49
— 喜忧参半 ...............................................................................................................49
— 供需前景 ...............................................................................................................49
— 瑞银价格预估........................................................................................................49
— 市场回顾 ...............................................................................................................50
锌 51
— 基本面收紧............................................................................................................51
— 供需前景 ...............................................................................................................51
— 瑞银价格预估........................................................................................................51
铁矿石 53
— 季节性大涨近在眼前.............................................................................................53
Julien Garran
分析师
julien.garran@ubs.com
+44-20-7568 3540
Tom Price
分析师
tom.price@ubs.com
+612 9324 2189
Edel Tully
策略分析师
edel.tully@ubs.com
+44 20756 76755
Angus Staines, CFA
助理分析师
angus.staines@ubs.com
+44 20 7568 4058
Olivia Ker, CFA
分析师
olivia.ker@ubs.com
+44 207 568 4117
Peter Hickson
分析师
peter.hickson@ubs.com
+44 20 7568 4165
UBS Global I/O: 大宗商品价格 2010年10月18日
UBS 3
— 供需前景 ...............................................................................................................53
— 瑞银价格预估........................................................................................................54
— 铁矿石价格预测面临的主要风险...........................................................................55
冶金煤 58
— 对各种因素的梳理.................................................................................................58
— 供需前景 ...............................................................................................................58
— 瑞银价格预估........................................................................................................59
— 长期价格预估修正.................................................................................................60
热煤 62
— “处变不惊” ............................................................................................................62
— 供需前景 ...............................................................................................................62
— 价格预测: 降雨提振热煤贸易................................................................................63
— 长期价格调整........................................................................................................63
散货运费费率 67
铀 68
— 2013年很关键........................................................................................................68
— 供需前景 ...............................................................................................................68
— 价格预测: 供给面冲击...........................................................................................69
— 铀价预测面临的主要风险......................................................................................69
黄金 73
— 一个“定量宽松”的世界..........................................................................................73
— 投资者力量............................................................................................................73
— 供需形势 ...............................................................................................................74
— 瑞银价格预估........................................................................................................74
白银 76
— “穷人的黄金” ........................................................................................................76
— 投资者持仓情况....................................................................................................76
— 不仅仅是黄金支撑的问题......................................................................................76
— 瑞银价格预估........................................................................................................77
铂金 78
— 等待回落 ...............................................................................................................78
— 供需前景 ...............................................................................................................78
— 投资者持仓情况....................................................................................................79
— 瑞银价格预估........................................................................................................79
钯金 81
— 投资者持仓情况....................................................................................................81
— 瑞银价格预估........................................................................................................82
附录 83
— 现金生产成本: 基本金属........................................................................................83
— 现金生产成本: 散货...............................................................................................84
— 瑞银大宗商品价格预估(截止2010年10月18日) .....................................................87

看看，值不值

这个很好，顶

感谢楼主分享。。

谢谢分享，等积攒够了经验值，再来下载吧。

感谢楼主分享

还可以吧，懂得认错，比很多机构都诚实！

arthistory4 发表于 2010-10-28 08:18
游戏规则的改变 4
瑞银的首选大宗商品 6
— > 未来12个月............................................. ...

多谢楼主分享~