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...
250 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,...
332 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...
217 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...
260 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - March 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
511 Views