Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Equity Bottom-Up

China Bluechemical Ltd H / Equity Bottom-Up

<ul>
<li>A play on higher food and energy prices going forward</li>
<li>Natural Gas moving up from multi-year lows will support fertiliser prices going forward</li>
<li>A Low valuation with a solid balance sheet lowers the risk</li>
</ul>


A play on higher food and energy prices going forward
Natural Gas moving up from multi-year lows will support fertiliser prices going forward
A Low valuation with a solid balance sheet lowers the risk


China Bluechemical Ltd (3983.HK) - Fertiliser Pricing on the Up

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
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<ul><li>The Mosaic Company delivered mixed results for the previous quarter, with revenues above the analyst consensus.</li><li>Global crop demand is very high, and supply finds it difficult to match up where fundamentals are still favorable.</li><li>Furthermore, in Palmeirante, Mosaic is developing one million-tonne blending and distribution facility for its Mosaic Fertilizantes company.</li></ul>

The Mosaic Company delivered mixed results for the previous quarter, with revenues above the analyst consensus.Global crop demand is very high, and supply finds it difficult to match up where fundamentals are still favorable.Furthermore, in Palmeirante, Mosaic is developing one million-tonne blending and distribution facility for its Mosaic Fertilizantes company.

The Mosaic Company: Collaboration With Safe Security & Other Major Developments

<ul><li>The Mosaic Company had a mixed quarter with revenues of $3.6 billion that were above Wall Street expectations but the company missed out on earnings.</li><li>While supply issues are still a worry, this is drawing growers back to the market.</li><li>We give The Mosaic Company a 'Buy' rating with a revised target price.</li></ul>

The Mosaic Company had a mixed quarter with revenues of $3.6 billion that were above Wall Street expectations but the company missed out on earnings.While supply issues are still a worry, this is drawing growers back to the market.We give The Mosaic Company a 'Buy' rating with a revised target price.

The Mosaic Company: A Structural Transition Away from Exports in Phosphates – Key Drivers

<ul><li>The Mosaic Company has its results just around the corner and it would be interesting to evaluate its last financial performance.</li><li>The company had delivered mixed results in the last quarter with below par earnings.</li><li>Besides that, the company has expanded its MicroEssentials offering in phosphates by increasing capacity at its Riverview site.</li></ul>

The Mosaic Company has its results just around the corner and it would be interesting to evaluate its last financial performance.The company had delivered mixed results in the last quarter with below par earnings.Besides that, the company has expanded its MicroEssentials offering in phosphates by increasing capacity at its Riverview site.

The Mosaic Company: K3 Project and Distribution Market Share Driving Growth – Key Drivers

<ul><li>This is our first report on the Mosaic Company, one of the largest producers and marketers of concentrated phosphate and potash crop nutrients.</li><li>The company delivered a disappointing set of results in the last quarter failing to meet Wall Street expectations in terms of revenues as well as earnings.</li><li>The good news is that it did generate a sizable amount of cash flow, which enables the company to return a large amount of capital to shareholders while simultaneously continuing to invest in future growth.</li></ul>

This is our first report on the Mosaic Company, one of the largest producers and marketers of concentrated phosphate and potash crop nutrients.The company delivered a disappointing set of results in the last quarter failing to meet Wall Street expectations in terms of revenues as well as earnings.The good news is that it did generate a sizable amount of cash flow, which enables the company to return a large amount of capital to shareholders while simultaneously continuing to invest in future growth.

The Mosaic Company: Initiation of Coverage – Business Strategy & Other Drivers

United States

The Mosaic Company produces and distributes crop nutrients to the agricultural communities located in North America and other countries.  The Company's principal products include concentrated phosphates, and potash.

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Mosaic Co/The (MOS US)

China Bluechemical Ltd (3983.HK) - Fertiliser Pricing on the Up

Investors can capitalize on rising food and energy prices in this fertiliser stock poised for an upswing, with a low valuation and a strong...

Rikki Malik

The Mosaic Company: Collaboration With Safe Security & Other Major Developments

The Mosaic Company delivered mixed results for the previous quarter, with revenues above the analyst consensus. Global crop demand is very high,...

Baptista Research

The Mosaic Company: A Structural Transition Away from Exports in Phosphates – Key Drivers

The Mosaic Company had a mixed quarter with revenues of $3.6 billion that were above Wall Street expectations but the company missed out on...

Baptista Research

The Mosaic Company: Initiation of Coverage – Business Strategy & Other Drivers

This is our first report on the Mosaic Company, one of the largest producers and marketers of concentrated phosphate and potash crop...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

China Bluechemical Ltd (3983.HK) - Fertiliser Pricing on the Up

​Investors can capitalize on rising food and energy prices in this fertiliser stock poised for an upswing, with a low valuation and a strong...

Rikki Malik

The Mosaic Company: Collaboration With Safe Security & Other Major Developments

The Mosaic Company delivered mixed results for the previous quarter, with revenues above the analyst consensus. Global crop demand is very high,...

Baptista Research

The Mosaic Company: A Structural Transition Away from Exports in Phosphates – Key Drivers

The Mosaic Company had a mixed quarter with revenues of $3.6 billion that were above Wall Street expectations but the company missed out on...

Baptista Research

The Mosaic Company: K3 Project and Distribution Market Share Driving Growth – Key Drivers

The Mosaic Company has its results just around the corner and it would be interesting to evaluate its last financial performance. The company had...

Baptista Research

The Mosaic Company: Initiation of Coverage – Business Strategy & Other Drivers

This is our first report on the Mosaic Company, one of the largest producers and marketers of concentrated phosphate and potash crop...

Baptista Research

Investors can capitalize on rising food and energy prices in this fertiliser stock poised for an upswing, with a low valuation and a strong...