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Zijin Mining Group Co Ltd H (2899 HK)
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247
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China
Zijin Mining Group Co., Ltd., through its subsidiaries, explores, mines, produces, refines, and sells gold and other mineral resources in China.
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bearish
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Quantitative Analysis
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21 Jul 2024 10:05
HK Short Interest Weekly: Tencent, Nongfu Spring, China Shenhua, Petrochina, New Oriental
We analyzed the latest HK SFC report for aggregate short position as of Jul 12th and highlight short interest changes in Tencent, Nongfu Spring,...
Ke Yan, CFA, FRM
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249 Views
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bullish
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Copper
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28 Jun 2024 16:23
Southern Copper: In a League of Its Own
We initiate on Southern Copper (SCCO US), a high-quality copper play with assets in Peru and Mexico. Its long term ROCE >22% makes its a very...
Sameer Taneja
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418 Views
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bullish
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Copper
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28 Jun 2024 09:01
Copper Primer: What We Like About Copper And What to Play
We initiate with a primer on the copper sector. We elaborate on our fundamental rationale for being bullish on the metal and discuss different ways...
Sameer Taneja
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380 Views
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bullish
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Thematic (Sector/Industry)
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15 May 2024 16:03
Junior Copper Miners: Time for Lift-Off?
Copper surges as demand increases. Sprott launches physical Copper Trust, potentially impacting market supply. Will copper follow uranium and...
Nicolas Van Broekhoven
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161 Views
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bullish
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Thematic (Sector/Industry)
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03 Apr 2024 08:00
Junior Copper Miners: An Update After 1Q24
Update on favorite junior copper miners as copper prices rise, Entree Resources (+22%) outperforms while Arras Minerals (-18%) lags.
Nicolas Van Broekhoven
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339 Views
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