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China Molybdenum Co Ltd H (3993 HK)
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Materials
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China
China Molybdenum Co.,Ltd. operates as a mineral mining and exploration company. The Company explores molybdenum, tungsten, niobium, cobalt, copper, and more. China Molybdenum conducts businesses worldwide.
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bullish
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Thematic (Sector/Industry)
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04 Apr 2018 19:12
Commodity Prices Mixed in March on Escalating Trade Concerns; Recommend a Narrower Focus
Our Recommendation – Narrow Focus to Select Commodities: Commodity pricing, which had been in a bullish trend since 1Q16, is being challenged by...
Charles Spencer
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183 Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2017 08:56
The Case for Growth in Minor Bulks From EVs (Initial Study & Workbook in Bulk Shipping)
Forecast numbers on EV (and autonomous EV/auto) ridership are all over the map. But it is also clear that EV growth and demand for raw materials...
Charles De Trenck
345 Views
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bullish
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Thematic (Sector/Industry)
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02 Mar 2017 11:49
Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
Ishita Jain
4.3k Views
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bearish
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Thematic (Sector/Industry)
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19 Dec 2016 02:49
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel exporters to the US.Steel exports to US...
Scott Laprise/ 乐天虎
2.5k Views
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bullish
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Thematic (Sector/Industry)
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23 Nov 2016 10:57
Global Cement Outlook: Geographic Mix Makes Cemex Our Top Pick
Global GDP growth prospects have faded in the past several years, weakening the overall outlook for highly cyclical cement demand and resulting in...
Morningstar, Inc.
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1k Views
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