Post Results FY24: Mine-By-Mine Plan Production + Commentary on Copper From Global Listed Companies
We compile mine production plans for 12 major copper producers, which account for more than 40% of the refined copper produced. We also analyze the...
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Rio Tinto (RIO LN/RIO AU): Thinking About Unification
A Grant Thornton report supports unification. The board's case is strong primarily on tax costs, while Palliser's case is strong on post...
764 Views
JX Advanced Metals IPO Preview
JX Advanced Metals (5016 JP) is seeking to raise about ¥460 billion in the upcoming IPO on the Tokyo Stock Exchange. The indicative IPO price is...
779 Views
The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
444 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat's Turn, Sido Muncul, and BFI Finance Indonesia
The past week saw insights on Bank Rakyat Indonesia (BBRI IJ), Sido Muncul (SIDO IJ), BFI Finance Indonesia (BFIN IJ), Sheng Siong (SSG SP), and...
535 Views