Greater China Materials_ 4Q24 Outlook – Equity Implications_ New Materials
informs·2024-09-29 16:06
M Idea Greater China Materials | Asia Pacific September 24, 2024 09:00 PM GMT Source: Morgan Stanley Research. Note: Pricing as of September 23, 2024. 4Q24 Outlook – Equity Implications: New Materials In the new materials space, we see limited upside for current lithium recovery. Solar glass prices likely to stabilize with supply response and we still like uranium for the long term. Lithium price rally likely short and with small upside: Our channel checks suggest Rmb70-80k/t is a fair price range based on ...