Jinchuan [2362]: 1H Results: Mining Revenue +57% YoY, EBITDA Growth +296% YoY, Net Profit US$79 Mn
Based on our model estimates, revenues for Jinchuan Group International Resources Co. Ltd. [2362_HK; HK$15.76 billion/US$2.04 billion market cap]...
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Jinchuan-HK: Inflection Point, Large Base of Quality Resources, Perennial Demand for Copper & Cobalt
Jinchuan Group International Resources Co. Ltd. [2362_HK; HK$14.75 billion/US$1.9 billion market cap] revenues should increase from US$665 mn in...
902 Views
HSCI Index Rebalance & Stock Connect: Expected Changes in September
Currently we see 28 potential inclusions & 22 deletions from the HSCI at the Sep rebalance. Most of the inclusions will join Stock Connect while...
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HSCI Index Rebalance and Stock Connect: Potential Changes in June and September
A look at the potential changes to the HSCI at the June & September reviews and stocks that could be included in/excluded from Stock Connect. These...
483 Views
Global Port Operators - Reasonable Valuation Supports M&A Activities
Reasonable port valuation supports M&A activitiesNote: Market-weighted EV/EBITDA ticked higher from FY14 level of 14.8x to 15.0xSource:...
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