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BHP Group Ltd (BHP LN)
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160
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Australia
BHP Group Limited operates as a mining company. The Companyengages in the exploration, development, production and processing of iron ore, metallurgical coal, and copper. BHP Group serves customers worldwide.
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bullish
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Corp Financiera Alba Sa
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02 Mar 2021 20:33
Selected European Holdcos and DLCs: February Report
Discounts to NAV for European holdcos and DLCs have generally widened in February. The report incorporates some results, as well as several SOTPs.
Jesus Rodriguez Aguilar
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258 Views
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bearish
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Vedanta Ltd
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19 Feb 2021 17:30
Vedanta Soars Beyond Indicative Open Offer Level. Not Expensive
VEDL is STILL cheap to peers relative, on a stub basis, on a fundamental basis using current or forward EV/consensus EBIT or EBITDA. We await the...
Travis Lundy
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415 Views
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bullish
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Cross Asset Strategy
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16 Feb 2021 19:13
Notes from the Silk Road: Activism - 2020 Review Reveals Some Interesting Trends
2020 activism numbers are in with some interesting underlying trends reflecting possibilities of how campaigns in 2021 & 2022 may evolve notably...
David Lepper
229 Views
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bearish
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Heineken NV
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01 Feb 2021 07:20
Selected European Holdcos and DLCs: January Report
Discounts to NAV for our selected European holdcos have widened in January, in line with equity markets drifting lower. General recommendation:...
Jesus Rodriguez Aguilar
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270 Views
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bullish
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Hang Seng Index
•
10 Jan 2021 04:50
Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
Vermilion Research
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266 Views
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