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Southern Copper (SCCO US)
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71
Analysis
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United States
Southern Copper Corporation conducts mining operations in Peru and Mexico. The Company owns and operates open pit mines and metallurgical complexes that produce copper, molybdenum, zinc, and precious metals.
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bullish
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Thematic (Sector/Industry)
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02 Jan 2016 15:15
Top 5 Macro Trades in 2016Q1
This is a very short note on my top 5 trade recommendations in 2016 after the close of 2015 based on my previous note of 2016 outlook (i.e. be...
Hao Wang, CFA
284 Views
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bullish
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Thematic (Sector/Industry)
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25 Dec 2015 00:30
Be Aggressive in Q1 2016 and Be Defensive Through Rest of 2016
This is a quick note on macro views in 2016. The analysis is largely based on cycles of industrial production, inventory levels, real estate...
Hao Wang, CFA
207 Views
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bullish
•
Thematic (Sector/Industry)
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24 Dec 2015 12:46
2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared
I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...
Charles De Trenck
224 Views
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bearish
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Thematic (Sector/Industry)
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01 Dec 2015 10:42
The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
Morningstar, Inc.
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249 Views
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bullish
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Thematic (Sector/Industry)
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23 Sep 2015 14:56
E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
Morningstar, Inc.
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621 Views
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