Amareos

Federico Bagiotti, CFA

Equity Bottom-Up

BHP - Constructive Neutrality BHP’s motto is “Think Big”. Pertinent given it is the world’s largest mining company. However, in seeming contradiction to its corporate tag line, the recent focus of the company has been towards streamlining its businesses and selling underperforming assets.This corporate diet, so to speak, has had considerable benefits, especially the improvement in profitability, which are widely recognized and BHP’s stock price has been on a solid upward trend since the early…

BHP - Constructive Neutrality BHP’s motto is “Think Big”. Pertinent given it is the world’s largest mining company. However, in seeming contradiction to its corporate tag line, the recent focus of the company has been towards streamlining its businesses and selling underperforming assets.This corporate diet, so to speak, has had considerable benefits, especially the improvement in profitability, which are widely recognized and BHP’s stock price has been on a solid upward trend since the early…

BHP Group Ltd

BHP - Constructive Neutrality