Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 18 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Copper Takes a Breather, but Animal Spirits Poised to Take Over in Greenland Land Grab

Copper Great Long-Term, But Short-Term Retrace To 12k USD/Ton Or Lower

Launch of Project Vault to Change Short-Term: Copper Back to 14k USD/Ton In Play

Copper Mine By Mine Supply Challenges For Everyone: Update As Copper Is Set to Break 12k USD/Ton

Copper Breaks 12k USD/Ton: Move To 13k USD/Ton By Early Next Year

Copper: Fly Me To The Moon, Onwards To 13,000 USD/Ton

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

<ul>
<li>Copper ended the week having breached 13,000 USD/ton in the cash market. We elaborated on this in <a href="https://www.smartkarma.com/insights/copper-breaks-12k-usd-ton-move-to-13k-usd-ton-by-early-next-year" target="_blank" data-smartkarma-citation="insights:215539" rel="noopener">Copper Breaks 12k USD/Ton: Move To 13k USD/Ton By Early Next Year</a> </li>
<li>Prior to this, we highlighted supply issues in <a href="https://www.smartkarma.com/insights/copper-mine-by-mine-supply-challenges-for-everyone-update-as-copper-is-set-to-break-12k-usd-ton" target="_blank" data-smartkarma-citation="insights:215345" rel="noopener">Copper Mine By Mine Supply Challenges For Everyone: Update As Copper Is Set to Break 12k USD/Ton</a> </li>
<li>We now see a revision in earnings upwards for the equities, which we will touch upon here, our favorites being <a href="https://www.smartkarma.com/entities/southern-copper-corp" target="_blank" data-smartkarma-citation="entities:16279:1" rel="noopener">Southern Copper (SCCO US)</a> / <a href="https://www.smartkarma.com/entities/antofagasta-plc" target="_blank" data-smartkarma-citation="entities:21814:1" rel="noopener">Antofagasta PLC (ANTO LN)</a> </li>
</ul>


Copper ended the week having breached 13,000 USD/ton in the cash market. We elaborated on this in Copper Breaks 12k USD/Ton: Move To 13k USD/Ton By Early Next Year 
Prior to this, we highlighted supply issues in Copper Mine By Mine Supply Challenges For Everyone: Update As Copper Is Set to Break 12k USD/Ton 
We now see a revision in earnings upwards for the equities, which we will touch upon here, our favorites being Southern Copper (SCCO US) / Antofagasta PLC (ANTO LN) 


Copper Breaks 13,000 USD/Ton, Upgrades To Equities To Gain Momentum