CNRE (600111.SH) – H1 FY25 Beat, Downstream Expansion; Valuations Look Stretched
CNRE (600111.SH) achieved record profits in H1 FY25 due to production and margin gains.However, shares have surged over 200% in the past year,...
305 Views
China & HK Strategy: Rare Earths - What and How?
US-China trade negotiation is heavily influenced by rare earths, with China processing 90% of the global supply and the US relying on China for...
385 Views
MV Global Rare Earth/Strategic Metals Index Rebalance: One Add, One Delete & Other Changes
The inclusion of IperionX, deletion of Patriot Battery Metals, float and capping changes result in an estimated one-way turnover of 6.3% and in a...
609 Views
MV Global Rare Earth/Strategic Metals Index Rebalance: One Delete & Other Changes
Standard Lithium is a delete. Estimated one-way turnover of 8.9% results in a round-trip trade of US$61m. Pilbara Minerals is a passive buy...
719 Views
Northern Minerals (NMI AU): Chinese Investors Forced To Exit
I don't have a strong conviction either way on Northern Minerals here; but the expulsion of Yuxiao, an agitating presence, removes an overhang....
577 Views