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BHP Group Ltd (BHP LN)
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160
Analysis
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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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Thematic (Sector/Industry)
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19 Dec 2016 23:09
2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
Sean Maher
311 Views
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bullish
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BHP Group Ltd
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14 Dec 2016 08:49
The Dangers of Safety
Since the financial crisis, high risk assets had been buffeted by a discount rate shock, notably a lift in the equity risk premium (ERP). This...
Sam Ferraro
165 Views
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bearish
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Thematic (Sector/Industry)
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08 Dec 2016 10:06
Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
Morningstar, Inc.
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1.9k Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 10:02
ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap
"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...
Paul M. Kitney, PhD
233 Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 09:40
ANIMAL SPIRITS REPORT: Country and Sector Earnings Revision Summary (Dec 2016)
Country and Sector Earnings Revision Summary J-curve effects apparent in Europe, Australia, and Japan Emerging market earnings revision...
Paul M. Kitney, PhD
176 Views
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