In today’s briefing:
- Tech M&A: Qualcomm for Intel? No Chance. Here’s Why.
- Copper Tracker Sep 23rd, 2024: Markets Volatile, Accumulate Good Copper Names On Weakness
Tech M&A: Qualcomm for Intel? No Chance. Here’s Why.
- SAMR would draw out review process for too long for a deal to be approved
- Intel faces an existential crisis and even the new Foundry division has issues
- A theoretical deal would have little financial synergy and destroy Qualcomm’s gross margins
Copper Tracker Sep 23rd, 2024: Markets Volatile, Accumulate Good Copper Names On Weakness
- With increasing market volatility, base metals continue their rocky weekly performance. Copper was up marginally maintaining a level over 9000 USD/ton.
- Copper inventories declined at the exchanges, with ~428k tons combined at Comex, LME, and Shanghai, down almost 9% in the last two weeks.
- Read our recent initiation on Antofagasta PLC (ANTO LN), contrasting it with Southern Copper (SCCO US) titled Antofagasta (ANTO LN): An Initiation on a Mid-Sized Copper Miner.
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