Commodities Pressuring Yields - Metals Bull Theme
We have made a case for higher US 10 year bond yields from the 2.15% level amid a bullish oil and energy stance. We are now seeing renewed signs of...
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StubWorld - Young Poong, Yue Yuen
This week in StubWorld ... Young Poong Corporation (000670 KS)'s holding in Korea Zinc Co Ltd (010130 KS) accounts for ~140% of its market cap -...
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Last Week in Event SPACE: Naspers, Japan Display, Wesfarmers, Bunge
Last Week in Event SPACE ...The bigly Tencent Holdings Ltd (700 HK) placement by Naspers Ltd (NPN SJ) is well supported, however, it is not...
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Stay Bullish Commodities; Despite Feb Pause
Our Recommendation – Stay Overweight Commodities: We forecast the bullish trends in Commodity pricing, which has been underway since 1Q16, to...
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Pullback Opportunities in Global Metals & Mining Stocks
Global mining stocks offer an attractive, mid-cycle pullback opportunity. From steel to copper and aluminum stocks, retracements over the past...
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