The Stocks to Own in Asia – Vol. 46
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Two stock remains, 12 stocks added.
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Metal Mining: Aug24 Metal Sector Update: Supports for Tin Price
Tin price strengthened to US$32k/t in Aug24, as inventory (SHFE and LME) and Indonesian exports fell -23% mom. Nickel ore supply remained tight,...
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Vale Indonesia - 2Q24 Strong Earnings as Expected, Albeit 1H24 Still Below Seasonal Achievements
2Q24 net profit of US$31mn was still below estimate (39.5%/34.1% of our/ cons. FY24F), however the result was well anticipated.
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Vale Indonesia - 2Q24 Strong Earnings as Expected, Albeit 1H24 Still Below Seasonal Achievements
2Q24 net profit of US$31mn was still below estimate (39.5%/34.1% of our/ cons. FY24F), however the result was well anticipated.
220 Views
Metal Mining: Jul24 Update: Weaker Nickel and Tin Price, Despite Tight Ore Supply (OVERWEIGHT)
Tin price weakened in Jul24 despite a tight supply in China and declining inventory levels globally. Nickel prices stabilized in Jul24.
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