ENTITY

Kumba Iron Ore (KIO SJ)

23
Analysis
MaterialsSouth Africa
Kumba Iron Ore Limited mines for and produces iron ore.
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bearishIron Ore
25 Nov 2024 09:00

Iron Ore Tracker (25-Nov-2024): Waiting For Incremental Catalysts

We analyze the primary drivers of the iron ore price. This week, we cover the TSF (Total Social Financing) number, which has not shown any sign of...

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bullishIron Ore
11 Nov 2024 09:00

Iron Ore Tracker (11-Nov-2024): The China Stalemate, But 100 USD/Ton Level Maintained

Can the PMI beat of 50.1 (vs expectations 49.9) catalyse a recovery in the iron ore prices ? We eagerly look for the print on TSF next week which...

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259 Views
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bullishAnglo American
27 May 2024 21:20

BHP Anglo Bid: Market Pricing Restructuring, No BHP Deal, PUSU Deadline on Wednesday

The market is likely pricing an Anglo restructuring as the risk of a potential deal with BHP falling over appears to be high. Anglo is trading 10%...

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DMA
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bullishEoflow
26 May 2024 07:00

Last Week in Event SPACE: Mitsui Matsushima, L'Occitane, Prosus/Tencent, EOFlow

The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

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463 Views
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bullishBHP Group Ltd
25 May 2024 15:00

(Mostly) Asia-Pac M&A: KFC Holdings Japan, Shanghai Henlius, Alumina, BHP/ Anglo American, SciClone

This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...

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