Whitehaven Coal: Great Acquisition, Cash Gone, Now At The Mercy of The Cycle
We provide our take on the recent acquisition of the coal assets of BHP by Whitehaven Coal. By consuming all its cash and taking on debt, the...
958 Views
Mount Gibson (MGX AU): Iron Ore Pure Play, 77% of the Mkt Cap in Cash, 0.5x EV-EBITDA With Catalysts
Mount Gibson Iron (MGX AU) is a pure play on iron ore trading at 0.5x EV-EBITDA, with 77% of the market capitalization in cash. We look forward to...
584 Views
Primer: Shougang Fushan Resources (639 HK) - Apr 2026
Shougang Fushan Resources is a pure-play coking coal producer with operations centered in China's Shanxi Province, a key region for premium...
149 Views
HK Connect Flows Weekly (Sep 24th): Knowledge Atlas, Bidu, AIA, Chinagoldintl, Hua Hong Semi, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Knowledge Atlas, Bidu, AIA, Chinagoldintl, Hua Hong Semi,...
106 Views
HK Connect Flows Weekly (Sep 18th): Knowledge Atlas, AIA, Innovent Bio, Beone Medicines, Cspc Pharma
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Knowledge Atlas (2513 HK), AIA (1299 HK), Innovent Bio...
97 Views