SGX Asia Currencies and Commodities Insights
By Macro Hive SGX Asia Currencies Insights Bumper export growth and a rally in risk leave further CNH gains. Rupee looks set to end the year...
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Vedanta Vaulting Near 2020 Highs On Higher Commods, Higher Forecasts, But Open Offer Remote?
Vedanta Ltd is up 55+% in eight weeks since the failed RBB. EBIT forecasts are up just as much, and a Peer Basket is now >40%ytd. An Open Offer...
307 Views
Fortescue Metals: More Upside In the Near Term
Fortescue is a pure-play with a high correlation to the iron ore price. With iron ore in a 120-140$/ton range, the stock has an FCF yield of 11-15%...
382 Views
Selected European Holdcos and DLCs: November Report
Holding companies have reduced their discount to NAV during November. Kinnevik is trading at a premium to NAV. Interesting trades are GBL, and in...
221 Views
Dalrymple Bay Infrastructure - Highly Curious Timing
Dalrymple Bay Infrastructure aims to raise around US$500m in its Australian IPO. DBI is owned by Brookfield Asset Management.
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