Tianqi Lithium H Share Listing: Riding the Wave
Tianqi is pre-marketing an H Share listing to raise US$1.0-1.5 bn. The fundamentals are strong as it is well-placed to leverage the high lithium...
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Bear Market Rally With Potential for More; Buy Ideas in Shipping, Land Drilling, Refining, Chemicals
With the $SPX reversing topside the 1-month downtrend (at 4030), the bear market rally is underway with the potential for more. Resistance levels:...
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Mat-Chem Notes for the Week Ended May 22, 2022
KEY HIGHLIGHTS WTR-CMI last week. In what was another down week for the market, with the Russell 2000 declining 1.1% and the S&P 500 dropping...
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Mat-Chem Notes for the Week Ended April 24, 2022
KEY HIGHLIGHTS WTR-CMI last week. In what was a down week for the market overall, our WTR-CMI index of 30 chemicals and materials technology...
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Mat-Chem Notes for the Week Ended March 27, 2022
KEY HIGHLIGHTS WTR-CMI last week. Driven by bullish lithium outlook and growing concerns over food security, our WTR-CMI index of 30 chemicals and...
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