Primer: Jiangxi Copper (600362 CH) - Sep 2025
Dominant Market Position: Jiangxi Copper is China's largest fully integrated copper producer, providing it with significant economies of scale,...
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Jiangxi Copper (0358.HK / 600362.SH): Turnaround Hinges on Captive Shift, Still Deep Value
​Company has seen steady revenue growth but thin margins due to tolling-heavy model; strategic shift to captive mining and value-added products...
335 Views
HONG KONG ALPHA PORTFOLIO: (September 2025)
Due to the sudden escalation of US/China tensions we have decided to reduce AI and other risk exposure in the Hong Kong Alpha portfolio at the open...
955 Views
Mmg Limited 1208.HK - It's Got It All - Copper, EV's, and AI!
Copper at 5-yr highs. Drivers: a) Tariff fear (25% on aluminium/steel) causing copper to be diverted to the US b) The inventory of copper in China...
1.3k Views
Southern Copper: In a League of Its Own
We initiate on Southern Copper (SCCO US), a high-quality copper play with assets in Peru and Mexico. Its long term ROCE >22% makes its a very...
628 Views