Fushan Energy (639 HK): Cash 80% of Market Cap, 100% Payout Implies 12% Trailing Dividend Yield
We summarize the FY24 earnings for Shougang Fushan Resources (639 HK). With over 80% of the market capitalization in cash and a low-cost production...
200 Views
Mongolia Mining 975 HK: FY24 Results and Concall, Some Clarity Provided On The Mining Issue
We summarize Mongolia Mining's results and key updates from the post-results conference call, which aimed to clarify concerns regarding the mining...
265 Views
Copper Tracker 24th March 2025: China "Special Action Consumption Plan"/Comex Spreads Stratospheric
We highlight key drivers for the copper price that could potentially take it over 10k USD/ton in the medium term: China stimulus, copper spreads,...
336 Views
Iron Ore Tracker (24-Mar-2025): Iron Ore At Support Levels of 100 USD/Ton
We summarize all the KPIs likely to affect the iron ore market in the medium term. Chinese consumption is quietly picking up, although property...
237 Views
Shortlist of High Conviction Philippines Equity Ideas and Updates from PSE Conference - March 2025
We provide pertinent summaries of all our meetings at the PSE conference held on 19-21 March, in addition to our screen of high-quality companies...
267 Views