Research Firm with a Qualitative Overlay, Pearl Gray Equity and Research

Pearl Gray Equity and Research

Research Firm with a Qualitative Overlay

Quantitative fund & research firm with a qualitative overlay. 

Our coverage: General U.S. with a skew towards the primary sector. 

Methods: Smart Beta/Factor Pricing, Neural Networks, Street Gossip, and Common Sense.

Equity Bottom-Up

<ul>
<li>Recent events suggest change is en route at Anglo American plc.</li>
<li>A managerial shakeup is in full swing with "next generation" leadership emphasized.</li>
<li>Kio Kumba is pushing for a railway lease deal with the South African government.Investors must consider past and future impairment charges with caution.</li>
</ul>


Recent events suggest change is en route at Anglo American plc.
A managerial shakeup is in full swing with "next generation" leadership emphasized.
Kio Kumba is pushing for a railway lease deal with the South African government.Investors must consider past and future impairment charges with caution.


<ul>
<li>BHP Group Limited's recent drawdown presents a lucrative opportunity for investors seeking to lower their portfolio cost basis.</li>
<li>BHP's exploration pipeline and planned pivot out of coal might add volume to its stock's valuation.</li>
<li>BHP is yet to realize the benefits of higher base metals prices.</li>
</ul>


BHP Group Limited's recent drawdown presents a lucrative opportunity for investors seeking to lower their portfolio cost basis.
BHP's exploration pipeline and planned pivot out of coal might add volume to its stock's valuation.
BHP is yet to realize the benefits of higher base metals prices.


<ul>
<li>BHP Group Limited's half-year earnings report isn't as bad as it seems, as there is a disparity between the firm's realized performance and its prospects.</li>
<li>Lower rainfall could result in ramp-ups across the board.</li>
<li>Slower core and non-core inflation will likely establish a lower cost base for BHP.</li>
</ul>


BHP Group Limited's half-year earnings report isn't as bad as it seems, as there is a disparity between the firm's realized performance and its prospects.
Lower rainfall could result in ramp-ups across the board.
Slower core and non-core inflation will likely establish a lower cost base for BHP.


Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>IPO / Five things to know about China’s latest IPO system overhaul</li><li>Missing / Police say student missing for 100 days hanged himself</li><li>Politics / China completes provincial leadership reshuffle ahead of ‘Two Sessions’</li></ul>

IPO / Five things to know about China’s latest IPO system overhaulMissing / Police say student missing for 100 days hanged himselfPolitics / China completes provincial leadership reshuffle ahead of ‘Two Sessions’

CX Daily: Five Things to Know About China’s Latest IPO System Overhaul

<ul>
<li>The company's efficient working capital deployment explains why it hosts tremendously impressive profit margins.</li>
<li>There are concerns about BHP's book value per share, but the firm's earnings growth remains robust, justifying its P/E Ratio.</li>
<li>However, be careful of a cyclical retracement, say BHP shareholders.</li>
</ul>


The company's efficient working capital deployment explains why it hosts tremendously impressive profit margins.
There are concerns about BHP's book value per share, but the firm's earnings growth remains robust, justifying its P/E Ratio.
However, be careful of a cyclical retracement, say BHP shareholders.


BHP: Bullish On A Miner That Doesn't Fit Our Usual Criteria

Australia

BHP Billiton Limited is an international resources company.  The Company's principal business lines are mineral exploration and production, including coal, iron ore, gold, titanium, ferroalloys, nickel and copper concentrate, as well as petroleum exploration, production, and refining.  Dually-listed company with BLT LN.

BHP Group Ltd (BHP US)

Anglo American: Noteworthy Developments

Recent events suggest change is en route at Anglo American plc. A managerial shakeup is in full swing with "next generation" leadership...

Pearl Gray Equity and Research

BHP: The More It Drops, The More We Buy

BHP Group Limited's recent drawdown presents a lucrative opportunity for investors seeking to lower their portfolio cost basis. BHP's exploration...

Pearl Gray Equity and Research

BHP Group: Focus On The Outlook

BHP Group Limited's half-year earnings report isn't as bad as it seems, as there is a disparity between the firm's realized performance and its...

Pearl Gray Equity and Research

CX Daily: Five Things to Know About China’s Latest IPO System Overhaul

Five things to know about China’s latest IPO system overhaul. Police say student missing for 100 days hanged himself. China completes provincial...

Caixin Global

BHP: Bullish On A Miner That Doesn't Fit Our Usual Criteria

There are concerns about BHP's book value per share, but the firm's earnings growth remains robust, justifying its P/E Ratio. However, be careful...

Pearl Gray Equity and Research