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...
404 Views
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...
781 Views
Conch Venture (586 HK): Increasing Stake by the Parent
Conch Venture reported an 11.1% increase in FY25 earnings, below expectations. However, in 2H25, the main operations (excluding Anhui Conch Cement)...
355 Views
A-H Premium Weekly (Mar 20th): CATL, China Longyuan Power, Yankuang Energy, Shenzhen Woer Heat, CIMC
We analyzed A-H premium changes in the past week and highlight A-H premium changes for CATL, China Longyuan Power, Yankuang Energy, Shenzhen Woer...
264 Views
CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
436 Views