德意志银行:金属与矿业_未来一周(铜股票、Hydro、淡水河谷、英美资源集团)。中国宏观,估值
未来财务人研究院·2024-10-24 10:13
Deutsche Bank Research 7T2se3r0Ot6kwoPa Global Metals & Mining Metals & Mining Industry Metals & Mining Date 20 October 2024 Periodical Week ahead (copper equities, Hydro, Vale, Anglo). China macro. Valuations Reporting next week (earnings snapshot & calendar Fig 1-2) A number of global copper companies report next week, including FCX, Teck, BOL andFM, alongside results from Vale and Hydro and production from Anglo. For FCX (Hold) the focus will be on updated guidance for the greenfield Manyar smelter in In ...