JFE Holdings: India JV Resets Long-Term Growth Path; Deep Value with Structural Upside
BPSL JV provides JFE with growth in India, diversifying from slow Japanese market, with manageable balance-sheet impact and discounted valuation.
190 Views
Aequs IPO: Strong Backlog, Weak Margins — An Operating-Leverage Re-Rating Story
Aequs has a strong aerospace ecosystem with deep OEM ties, but faces challenges with low overseas utilization and losses in the consumer vertical.
265 Views
Asia Metals Outlook 2026: Scarcity Favours Gold, Copper, Aluminium
Precious and energy-transition metals set to outperform bulks and hydrocarbons through 2026, with top Asia exposures including Zijin, Korea Zinc,...
289 Views
Resonac Holdings – Improving Mix, Expanding Margins, and a Clear Case for Re-Rating
Semiconductor segment boosts core profit, driving margin expansion and strengthening EBITDA outlook for Resonac. Target price of ¥8,000 reflects...
365 Views
Rare Earths 2025: Improving Fundamentals, Limited Valuation Headroom
CNRE shows strong performance but high valuation; Shenghe offers better value with lower multiples; Lynas is more about geopolitical scarcity than...
341 Views