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Insights on Coal and Coal Companies
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bullish
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Macroeconomics
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08 Nov 2024 19:46
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Broker
Germany - Traffic light coalition turns red
German snap elections an opportunity for step-change in fiscal policy, but political divisions will be hard to overcome. The Scholz government is...
ABN AMRO
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177 Views
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bullish
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Thematic (Sector/Industry)
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30 Oct 2024 11:56
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Podcast
Fire Sale for Anglo Coal Bidders
The company had consistent production levels for copper and zinc, with cost performance varying between Matsa and Matteo, as well as an overall...
Money of Mine
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948 Views
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bullish
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Yancoal Australia
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21 Oct 2024 19:24
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Broker
Yancoal Australia (3668 HK) - 3Q24 Sales Volume Accelerated to +21% YoY
Yancoal’s (YAL) 3Q24 operating data are slightly better than our expectation, with attributable production / sales volume increasing 10%/21% YoY...
CMB International
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176 Views
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bullish
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Copper
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01 Oct 2024 14:28
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Podcast
Commodities Rip Higher on China Stimulus
China has implemented major measures to stimulate its struggling economy, which has led to strong performances in the Shanghai and Hong Kong stock...
Money of Mine
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502 Views
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bullish
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Yancoal Australia
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20 Sep 2024 09:08
S&P/ASX Index Rebalance (Sep 2024): Two Big Surprises; Positioning Is Mixed
The index rebalances at the close today. Stocks have moved a lot over the last couple of weeks since announcements and some positioning will be...
Brian Freitas
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812 Views
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