Copper Tracker 24th March 2025: China "Special Action Consumption Plan"/Comex Spreads Stratospheric
We highlight key drivers for the copper price that could potentially take it over 10k USD/ton in the medium term: China stimulus, copper spreads,...
301 Views
Iron Ore Tracker (24-Mar-2025): Iron Ore At Support Levels of 100 USD/Ton
We summarize all the KPIs likely to affect the iron ore market in the medium term. Chinese consumption is quietly picking up, although property...
196 Views
Shortlist of High Conviction Philippines Equity Ideas and Updates from PSE Conference - March 2025
We provide pertinent summaries of all our meetings at the PSE conference held on 19-21 March, in addition to our screen of high-quality companies...
239 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - March 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
498 Views
Post Results FY24: Mine-By-Mine Plan Production + Commentary on Copper From Global Listed Companies
We compile mine production plans for 12 major copper producers, which account for more than 40% of the refined copper produced. We also analyze the...
308 Views