Last Week in Event SPACE (13 August 2017)
Wharf Holdings Ltd (4 HK) vacillated after announcing its IP spin-off is at an advanced stage; industry heavy weights inject welcome-support...
263 Views
Global Materials Sector, Led by Miners, Is Strengthening
Global material stocks are strengthening led by a turnaround in the metals, the global materials sector displays a long-term, relative strength...
252 Views
Dividends Feature in 2017 as China Stimulus Buoys Result, but Rio Tinto Is Not an Income Stock
No-moat Rio Tinto's first-half 2017 adjusted net profit after taxes of USD 3.9 billion was slightly weaker than we expected, primarily due to costs...
116 Views
Jiangxi Copper Versus RIO
In May we issued a bullish call on material stocks, steel and copper and Jiangxi Copper and RIO we part of this basket.Even with a lower...
118 Views
Market Maintains Risky Bet on China's Continued Fiscal Support, and Rio Tinto Exposed Via Iron Ore
We maintain our AUD 42 per share fair value estimate for no-moat-rated Rio Tinto. Second-quarter 2017 was slightly weaker than expected. We lower...
145 Views