Iron Ore Comes Roaring Back! BHP-Anglo, VALE, FMG: What's Hot In the Space
We summarize newsflow in the iron ore market and our take on the BHP-Anglo deal. We also summarize the production reports of Vale/FMG and Champion...
407 Views
Iron Ore Tracker (19-Aug-2024): Major Testing Point of 95 USD/Ton, Broken For Iron Ore
Iron ore broke out of its 95-130 USD/ton level and is now 92 USD/ton. The short-term outlook looks bad as at this level confidence is broken in the...
192 Views
ASX Short Interest Weekly (Aug 2nd): Westgold Resourc, Seek, Paladin Energy, Fortescue, ANZ, Altium
We analyzed ASX short interest report for the past week and highlight short interest changes in Westgold Resourc, Seek, Paladin Energy, Fortescue,...
132 Views
Iron Ore Tracker (07-Aug-2024): Port Arrivals High, Inventory Piles up at 35 Ports
With iron ore continuing to remain rangebound between 95-130 USD/ton for the last 3 years (with minor overshoots), we summarize actionable ideas in...
243 Views
ECM Weekly (5th Aug 2024) - Ola Electric, Brainbees, WeRide, Sanil, CR Beverages, Carote, Fortescue
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
318 Views