|
|---|
|
| 相关主题 |
|---|
| ● 推荐一个。LNET | ● CVO, INWK, DLX, DMC, RRD | | ● RDN挑这个日子上呀? | ● 今天金融的破位大跌 | | ● KOG, PPO, UXG, ACI, NSU | ● 没人看见吗...ARNA终于还是悲剧了，看周一反应吧 | | ● stec | ● CML | | ● BioHope/老房：为何稀土今天如此表现？ | ● ARIA Up 39% After A Drug Study Showed Positive Results | | ● sppi | ● csr | | ● AGM等了半天才买上 | ● Tobacco: CIGX, UVV, PM, AOI, RAI | | ● CEDC | ● fslr |
|
|
|
|
H********7
发帖数: 2369 | 1 高
盛(Goldman Sachs)分析师称，全球稀土供应或于今年出现有史以来最大缺口，而到
2013年将出现供应过剩现象。
在周四发布的研究报告中，分析师Malcolm Southwood称，今年稀土金属缺口可能达到
18,734吨，相当于需求量的13.2%，然后缺口将不断缩小，直至到2013年出现供应过剩
；而到2014年过剩量将达到5,860吨，相当于预期需求量的3.2%。
不过该投行称，稀土金属价格将继续上涨；预计2011年和2012年市场仍将出现严重短缺
，而未来18个月中价格将呈上升趋势；预计2013年市场供需接近平衡，而后出现温和过
剩──至少某些更充足的轻稀土金属是如此，然后在2013-2015年间价格将有所回落。
高盛称，中国的稀土产量今年将下降2.5%，2012年则将恢复增长。 | f**********g
发帖数: 2252 | | H********7
发帖数: 2369 | | f**********g
发帖数: 2252 | 4 ER tomorrow.
Earnings Watch: Molycorp is Scheduled to Report its Quarterly Results in 1
Day (MCP)
Now - Comtex SmarTrend(R) via Comtex
Comtex SmarTrend(R)Analysts, on average, expect Molycorp (NYSE:MCP) to
report earnings of $0.14 per share on sales of $38 million on May 10, 2011.
For the full year, analysts expect the company to post EPS of $1.53. In the
year-ago period, the company reported a loss of $0.16 on sales of $3 million
.
In the previous quarter, the company reported a loss of $0.06, missing
consensus estimates for a loss of $0.02.
SmarTrend currently has shares of Molycorp in an Uptrend and issued the
Uptrend alert on March 22, 2011 at $48.69. The stock has risen 41.6% since
the Uptrend alert was issued.
Write to Chip Brian at c****[email protected] | H********7
发帖数: 2369 | | h****d
发帖数: 1420 | |
|
|
|
|
|
|
