China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
180 Views
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...
465 Views
Copper Primer: What We Like About Copper And What to Play
We initiate with a primer on the copper sector. We elaborate on our fundamental rationale for being bullish on the metal and discuss different ways...
433 Views
Mmg Limited 1208.HK - It's Got It All - Copper, EV's, and AI!
The stock is breaking out of a 3 year range today, with copper prices continuing to move up. We continue to like this stock and also Sumitomo...
768 Views
A-H Premium Weekly (Nov 15th):Chalco, CICC, HUAHONG GROUP, CanSinoBIO
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Chalco, CICC, HUAHONG GROUP, CanSinoBIO.
263 Views