Southern Copper: In a League of Its Own
We initiate on Southern Copper (SCCO US), a high-quality copper play with assets in Peru and Mexico. Its long term ROCE >22% makes its a very...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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MMG (1208 HK): Rights Trade Playbook
The rights start trading on 24 June. We expect MMG shares to claw back some losses over the rights trading period, particularly towards the end.
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MMG (1208 HK): US$1.2bn Highly Dilutive Rights Issue
The rights price is HK$2.62, a 24.7% discount to the TERP. Precedents suggest that MMG shares should continue to decline heading into the ex-rights...
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Screening for GEMs: February 2024
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
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