Hindalco: 44% Upside as Earnings De-Link from LME Volatility
Novelis' strong performance and growth in downstream India sectors drive valuation re-rating and potential 44% upside in 24-30 months.
62 Views
Vietnam Rubber Faces Demand Slump in Oct, Impacting Returns
Highlights October posts a sharp 20% YoY fall in export volume China dominates yet declines; secondary markets turn volatile Vietnam exports...
115 Views
Primer: Triple Flag Precious Metals (TFPM US) - Dec 2025
Triple Flag Precious Metals operates under a high-margin, lower-risk streaming and royalty business model, providing upfront financing to...
56 Views
Asia Gold Mining 2026–27: Pricing the AMMN Exit & The BRMS Proxy Pivot
MVGDX focuses on North America, AMMN faces removal in 2026, BRMS is top Indonesian gold substitute with Zijin inclusion unlikely before Q3-2027.
101 Views
Taiyo Holdings (4626 JP): An Impending KKR Takeunder?
Based on the medium-term management plan, which is likely KKR’s base case, I estimate a tender offer of around JPY4,624, 1.2% below the last close....
303 Views