Metal Mining: Potential Impact from Proposed Royalty Revision
Tin Worst Hit; Limited Impact on Nickel MEMR’s proposed royalty revision raises fiscal take on high-priced metals, targeting windfall gains from...
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Metal Mining: Potential Impact from Proposed Royalty Revision: Tin Worst Hit...
Tin Worst Hit; Limited Impact on Nickel MEMR’s proposed royalty revision raises fiscal take on high-priced metals, targeting windfall gains from...
89 Views
Metal Mining : Revised 2026 HPM Reshapes Nickel Ore Economics (OVERWEIGHT)
Metal Mining: Revised 2026 HPM Reshapes Nickel Ore Economics. Latest MEMR decree shifts nickel ore HPM to a multi-variable formula, lifting the...
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Metal Mining: 4Q25 Preview: Less Volume, But Better Margins (OVERWEIGHT)
4Q25E earnings are driven by ASP appreciation and margin expansion, despite muted volume growth across companies in the sector.
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Equity Strategy: Foreign Flow Overhang from MSCI Review; Maintain Bottom-Up Selective Exposure
Past precedents of MSCI EM downgrade indicated that foreign investors tend to derisk during review time and ahead of the implementation.
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