Primer: Shandong Nanshan Aluminum A (600219 CH) - Aug 2026
Vertically Integrated Leader with High-End Product Focus: Shandong Nanshan Aluminum possesses a unique, fully integrated aluminum value chain,...
95 Views
Materials - Concerns Largely Priced In; Attractive Valuation
The aluminium sector has come under pressure since early Apr due to the ease of conflict in the Middle East, the potential restriction of bauxite...
110 Views
Sticking With China; Bullish Outlook Intact. Buys in Consumer Discretionary, Materials, and Tech
Still Bullish. China (Shanghai Composite) has been a major focus ever since our July 3 Int'l Compass titled "China and Japan Breaking Out." It...
597 Views
U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives
U.S., Europe, and Japan Still Holding Below Resistance; Favor Defensives. Actionable Themes: Real Estate, Utilities, Telecommunications, Energy,...
639 Views
Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
4.5k Views