Metals & Mining Call
Demand Concerns Dictate
Sector Direction

65页

作者：
morgan stanley Global Metals and Mining Team

PDF

Executive Summary 4
Key Changes 6
Top Picks 7
Economic and Commodities Outlook 8
Base Metals
Aluminum & Alumina 18
Copper 21
Nickel 24
Zinc 26
Precious Metals
Gold 29
Silver 32
Platinum 34
Bulk Commodities
Steel 38
Met Coal 42
Iron Ore 45
Thermal Coal 48
Top Equity Ideas
Vedanta 52 Ephrem Ravi
PanAust 53 Craig Campbell
Western Areas 54 Cameron Judd
Evraz 55 Dmitriy Kolomystyn
Xstrata 56 Ephrem Ravi
Implats 57 Albert Minassian
Tata Steel 58 Vipul Prasad
Vale 59