Electricity Sector: Four More Years — NZAS Open For Longer
Electricity SectorFour More Years — NZAS Open For Longer Rio Tinto (RIO) has announced it has accepted Meridian Energy’s (MEL) lower electricity...
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Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
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U.S. Equity Strategy: Market Too Good To Be True?
Our outlook remains bullish and we continue to recommend adding exposure on pullbacks. In today’s report we highlight attractive Groups and stocks...
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Vedanta Vaulting Near 2020 Highs On Higher Commods, Higher Forecasts, But Open Offer Remote?
Vedanta Ltd is up 55+% in eight weeks since the failed RBB. EBIT forecasts are up just as much, and a Peer Basket is now >40%ytd. An Open Offer...
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Fortescue Metals: More Upside In the Near Term
Fortescue is a pure-play with a high correlation to the iron ore price. With iron ore in a 120-140$/ton range, the stock has an FCF yield of 11-15%...
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