Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

Equity Bottom-Up

<ul><li>Mineral Resources is a founder-led diversified infrastructure and mining business that has seen significant growth since its IPO.</li><li>The business is divided into two segments, with the infrastructure business, "Infraco," playing a crucial role in the company's success.</li><li>The company's CEO believes they are just getting started and can grow to many multiples of their current size.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Mineral Resources is a founder-led diversified infrastructure and mining business that has seen significant growth since its IPO.The business is divided into two segments, with the infrastructure business, "Infraco," playing a crucial role in the company's success.The company's CEO believes they are just getting started and can grow to many multiples of their current size.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Mineral Resources: Unearthing Value - [Business Breakdowns, EP.172]

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Jul 12th (reported today) which has an aggregated short interest worth USD20.9bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Wesfarmers, Mineral Resource, Macquarie, South32, Car.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jul 12th (reported today) which has an aggregated short interest worth USD20.9bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Wesfarmers, Mineral Resource, Macquarie, South32, Car.


ASX Short Interest Weekly (Jul 12th): Wesfarmers, Mineral Resource, Macquarie, South32, Car

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Jun 21st (reported today) which has an aggregated short interest worth USD19.1bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Telstra, BHP, Aristocrat Leisu, Sonic Healthcare, Treasury Wine, Fortescue, Westpac, NAB, ANZ.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jun 21st (reported today) which has an aggregated short interest worth USD19.1bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Telstra, BHP, Aristocrat Leisu, Sonic Healthcare, Treasury Wine, Fortescue, Westpac, NAB, ANZ.


ASX Short Interest Weekly (Jun 21st): Telstra, BHP, Aristocrat Leisure, Sonic Healthcare

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Jun 14th (reported today) which has an aggregated short interest worth USD19.3bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in BHP, Champion Iron, Woolworths.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jun 14th (reported today) which has an aggregated short interest worth USD19.3bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in BHP, Champion Iron, Woolworths.


ASX Short Interest Weekly (Jun 14th): BHP, Champion Iron, Woolworths

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of May 31st (reported today) which has an aggregated short interest worth USD19.4bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Wisetech Global, Pro Medicus, CSL, IDP Education, Boral, Woodside Energy, Mineral Resource.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of May 31st (reported today) which has an aggregated short interest worth USD19.4bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Wisetech Global, Pro Medicus, CSL, IDP Education, Boral, Woodside Energy, Mineral Resource.


ASX Short Interest Weekly (May 31st): Wisetech Global, Pro Medicus, CSL, IDP Education, Boral

Australia

Mineral Resources Ltd. offers contract crushing services to the mining industry in Australia.  The Company serves gold, iron ore, tantalum, and coal companies.

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Mineral Resources (MIN AU)

Mineral Resources: Unearthing Value - [Business Breakdowns, EP.172]

Limited size event focused on fostering relationships with emphasis on smaller breakouts and one-on-one conversations, featuring Fraser Christie...

Business Breakdowns

ASX Short Interest Weekly (Jul 12th): Wesfarmers, Mineral Resource, Macquarie, South32, Car

We analyzed ASX short interest report for the past week and highlight short interest changes in Wesfarmers, Mineral Resource, Macquarie, South32, Car.

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Jun 21st): Telstra, BHP, Aristocrat Leisure, Sonic Healthcare

We analyzed ASX short interest report for the past week and highlight short interest changes in Telstra, BHP, Aristocrat Leisu, Sonic Healthcare,...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Jun 14th): BHP, Champion Iron, Woolworths

We analyzed ASX short interest report for the past week and highlight short interest changes in BHP, Champion Iron, Woolworths.

Ke Yan, CFA, FRM

ASX Short Interest Weekly (May 31st): Wisetech Global, Pro Medicus, CSL, IDP Education, Boral

We analyzed ASX short interest report for the past week and highlight short interest changes in Wisetech Global, Pro Medicus, CSL, IDP Education,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)