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

Antofagasta (ANTO LN) Updates: Good Set Up For 2025

Copper Tracker 10th Feb 2025: Comex Spreads Bullish, Commentary on China Improving

Antofagasta (ANTO LN): Good Set of Results, Capex Acceleration of >50%

Copper Tracker 16th Dec 2024: New Loan Growth In China Uninspiring

Copper Tracker 6th Jan 2025: What Lies In Store For The Year

First Quantum Minerals (FM CN): Call Option on Cobre Panama?

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

Commodities

<ul>
<li>Copper prices finished up over 9000 USD/ton again this week after hovering around 3-5% of that level for close to a month. </li>
<li>The COMEX spread has reached a 10-week high, while the Yangshan premium shows signs of investor bullishness as it closes in on the 80 USD/ton. </li>
<li>With better TSF numbers from China and a slightly more optimistic picture of demand, we head into 2025 feeling better about copper pricing. </li>
</ul>


Copper prices finished up over 9000 USD/ton again this week after hovering around 3-5% of that level for close to a month. 
The COMEX spread has reached a 10-week high, while the Yangshan premium shows signs of investor bullishness as it closes in on the 80 USD/ton. 
With better TSF numbers from China and a slightly more optimistic picture of demand, we head into 2025 feeling better about copper pricing. 


Copper Tracker 20th Jan 2025: Encouraging China TSF Numbers To Boost Future Demand?