EM Metals and Mining: Active Fund Ownership Surges to 7-Year High
Surging fund inflows have pushed average holding weights in Metals and Mining stocks to their highest allocation in over 7 years.
288 Views
BHP/Anglo American: A Decarbonising Solution
I would expect AAL to reject terms; but remain engaged. I'd expect BHP to fump. For that, the near term trade is probably to still be short BHP,...
409 Views
Amman Mineral International Lockup Expiry - Large Lockup Expiry, Sitting on Sizeable Profits
Amman Mineral Internasional (AMMN IJ) raised around US$714m in its Indonesia IPO, after pricing the deal at IDR1,695/share. Its eight-month lockup...
360 Views
LATAM Momentum: Global Funds Raise Exposure
LATAM allocations hit 10-year highs in active Global equity funds. . MercadoLibre the driving force behind the moves higher, and remains the...
203 Views
Merdeka Battery Materials Lockup Expiry - US$1.5bn Lockup Expiry, Some Have Sold Beforehand
Merdeka Battery Materials (MBMA IJ) was listed on 18th Apr 2023, when it raised around US$591m in its Indonesian IPO. Its eight-month lockup will...
409 Views