Down But Not Out! Multiple Tailwinds to Drive Glencore Higher (Long GLEN | TP: GBp 360)
​Glencore shares down 15.3% YTD. It remains undervalued compared to peers. Stronger 2H, ~USD 1B cost savings, USD 1B of buybacks, and USD 1B of...
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ASX Short Interest Weekly (Aug 22nd): Bluescope Steel, CSL, Wesfarmers, Northern Star Resources
We analyzed ASX short interest report for the past week and highlight short interest changes in Bluescope Steel, CSL, Wesfarmers, Northern Star...
333 Views
Jiaxin International Resources Investment IPO Trading - Decent Demand, Despite Lack of Track Record
Jiaxin International Resources Investment Limited(JIRI) raised around US$153m in its Hong Kong IPO. In this note, we talk about the deal dynamics.
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Real Asset Chartbook Week #18: Lithium Blinks, Gas Slips, Copper Stalls—Who Survives the Grind?
This Week's Key Take Aways Lithium stock run may already be out of steam Like Oil, the Natural Gas markets appear well supplied and are showing...
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ASX Short Interest Weekly (Aug 15th): Liontown Resources, CAR, ANZ, Light & Wonder
We analyzed ASX short interest report for the past week and highlight short interest changes in Liontown Resources, CAR, ANZ, Light & Wonder,...
355 Views