Morgan Stanley Fixed-metalROCK Coppers Ascent-107461290
2024-04工业自动化37免费
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- 📄 文件全名
- 《Morgan Stanley Fixed-metalROCK Coppers Ascent-107461290.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- and macro factors driving this: MSe ~12% upside ahead.
- Copper Price Performance 6m After Contango <-1%
- 1% on 30th October
- A perfect storm for copper: Copper is up 10% YTD and 15% since mid-Feb with
- see further upside ahead, with a Q4 forecast of $10,500/t (+12%).
- 🏷️ 核心议题
- #PLC