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Tue.

Long time no see

似乎很久没有安静地坐下审视自己了,不管是自我本身,还是生活。

前年当我还在英国乡下过着安逸平淡的生活时,好朋友毕业回国就变得音讯全无,几个月都难得能在msn上碰一回,那时无法理解,可现在两人工作的地方不过隔着两站地铁,结果却也一样,偶尔发个短信嘻嘻哈哈一下,表示都还健在。

还有子哥哥,注定我是吃不上你的咖喱呀,深圳虽说不大,可是却不给我充裕的时间让我可以去参观哥哥的小屋顺便享受到那传说中的手艺。好吧,就继续无限期的排期下去吧,我相信总会有那么一天的(笑

每天关注的东西有:国际金价, 石油和矿产,外汇走势,美国和台湾股市。你问虾米? 上证指数?那是虾米,好吃吗? 现在只有亏损在20%以内的都算盈利,亏损40%的叫持平。

Everyday learning: 人的智商是没有下限的,而人的耐心是有的。
神奇的发现fc2居然有中文版了,还是简体繁体都有,真强大
(in office, to be continued...)

@22:23pm
Well...NOW I can sitting beside my desk, using my own lovely computer, but wanna say nothing. I think I have already lost my words, maye be I can find some of them if I really want but they are not exactly what they were.

Anyway...对于已经完全脱离ACG世界超过三个月的自己来说,还是很不适应的。 可是默默的似乎也已经适应了,只是在偶尔偷空TK朋友的BLOG,看着那样的文字和图案,感觉有些恍惚。今年的yaca看来是注定要错过了,小旋和言一今日来深,明天去香港CW,一小时前接了电话,进行了一番火星和地球之间的通话。挂了电话后连叹了三口气,然后望着车窗外明晃晃的圆月发了阵呆。

(left for tomorrow...)

mark here, need to follow up

In an analysis published Monday, Citigroup mining analysts John H. Hill, Graham Wark and Paul Cheng noted that mining and metals "have been battered amid the broader crude oil and China-slowdown induced carnage in materials and cyclical."

Nevertheless, the analysts advised that investors should differentiate between mining and metals sub-groups, such as copper, steel and coal, and focus on micro-indicators, particularly in areas of structural change or M&A, to guide stock picking.

"This favors tight supply chains in bulks (iron ore, coal) and select industrial metals (copper, aluminum, steel)," they explained. "In general, metals micro-indicators (inventories, scrap prices, merchant premia, and smelter charges) have proven to be clear and effective guideposts during macro-driven ‘end-cycle, burst-bubble' jitters which tend to recur.

The analysts asserted that copper micro-indicators are mixed. "Inventories remain down in China but are creeping up in Korea, local premiums have cratered in China to just $15/T and are slipping in Europe, while spot TC/RCs are barely bouncing above zero as acid byproducts boost profitability," they said.

Meanwhile, the analysts noted that the pace of copper imports to China was at two-year lows in June and barely up in July.

Nevertheless, Citigroup forecasts that a higher copper import volume will "prove a catalyst for LME [copper] prices in 2H/08."

Citigroup predicts that Chinese restocking, mine shortfalls and project stretch-outs will drive copper prices higher next year. "We see it as best-positioned among base metals, with replacement costs more deterministic than the operating cost curve."

While gold is suffering during this time of a rallying U.S. dollar, nevertheless, Citigroup advised, "We would be aggressive buyers at current levels."

While Citigroup finds that gold "has been punished amid a broad-based correction in commodities," the analysts assert that the floor in the U.S. dollar "is likely a short-term blip for gold, as it underscores the frailty of fiat currency globally."

"We see gold as attractive, heading into a period of seasonally strong physical out-take, which tends to tighten the market and allow any negative macro catalysts to be rapidly transmitted to prices. ...Gold will likely shine over time. Long-term drivers remain intact; falling mine production especially in S. Africa, competitive currency devaluations, wealth creation on India/China, and petrodollar flows."

Despite the battering in mining and metals stocks, Citigroup declared it remains focused on "names with superior in-ground assets, margins, and growth/yields, as top pick Freeport in copper, Nucor in steel, Peabody in coal, and Barrick in gold." Citigroup's favorite mining/metals stocks also Alcoa in aluminum, Nucor in steel, and Newmont in gold, as well as Arch in coal.

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comments

# 管理人のみ閲覧できます
このコメントは管理人のみ閲覧できます
by: | 2008/08/19 15:12 | URL [編集] | page top↑
#
好久不见。。。
by: Jason | 2008/08/19 15:14 | URL [編集] | page top↑
# 管理人のみ閲覧できます
このコメントは管理人のみ閲覧できます
by: | 2008/08/20 03:17 | URL [編集] | page top↑
#
果然,最后一段看得费劲~
by: lwpcph | 2008/08/20 16:38 | URL [編集] | page top↑

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