BRIDS Market Pulse: Chart of the Week – China Coal Inventory at Port
The outflow was still dominated by the large-cap banks with coal stock AADI also among the top-5 stocks sold by foreign investors.
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Metal Mining: FY25F Outlook: Growth from a Low Base
With limited addition of RKEF capacity and closures of plants exIndonesia, we expect the oversupply of class-2 products to subside.We downgraded...
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Metal Mining: NPI Price Could Weaken on RKAB Release
While Tin prices have softened, China still struggles to source tin ore, which has decreased refined tin production by 31% mom.
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Metal Mining: Expect a Slower Quarter, but a Majority Beat in 9M24 Due to Low Expectations
We estimate the sector’s 3Q24 earnings to fall back on lower ASP, though they may still beat estimates due to low expectations.
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Metal Mining: 3Q24 Preview
We estimate the sector’s 3Q24 earnings to fall back on lower ASP, though they may still beat estimates due to low expectations.
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