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Insights on Coal and Coal Companies
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bullish
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Thematic (Sector/Industry)
•
30 Oct 2024 11:56
•
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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925 Views
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bullish
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Yancoal Australia
•
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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175 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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500 Views
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bullish
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Yancoal Australia
•
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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804 Views
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bullish
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Quantitative Analysis
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15 Sep 2024 10:05
A-H Premium Weekly (Sep 13th): Sinopec, China Coal Energy, PetroChina, GAC, Tigermed
We analyzed A-H premium changes in the past week and highlight A-H premium changes for SINOPEC, China Coal Energy, PetroChina, GAC Group, Tigermed,...
Ke Yan, CFA, FRM
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344 Views
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