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Rahul Jain

Rahul Jain
Global Materials | Industrials | Commodities

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bullishTaiheiyo Cement
17 Dec 2025 20:07

Taiheiyo Cement (5233 JP): U.S. Scarcity Assets Drive Activist Re-Rating Potential

​Activist investors target Taiheiyo Cement's California platform for re-rating and potential monetization, aiming to increase share value from...

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bullishDowa Holdings
17 Dec 2025 13:07

DOWA Holdings (5714 JP): Risk Reset Completed; Optionality Priced In

​DOWA's stock price has increased due to reduced risk and commodity potential, but structural issues persist, leading to a neutral outlook despite...

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bullishVedanta Ltd
17 Dec 2025 03:46

Vedanta: NCLT Approval Unlocks Aluminium-Led Break-Up Value

​NCLT approval paves way for Vedanta's break-up, unlocking value across aluminium, zinc/silver, power, and O&G sectors with potential upside of 78...

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bullishCMOC Group
17 Dec 2025 00:13

CMOC Group (603993 CH): Brazil Gold Deal Lifts Diversification; Valuation Tied to Metals Regime

​Acquisition of Brazilian gold mines boosts diversification and earnings stability, but valuation already accounts for high commodity prices....

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bullishKorea Zinc
16 Dec 2025 11:26

Korea Zinc: US-Backed Smelter Lifts Strategic Floor; Dilution & Control Risks Weighed

​Korea Zinc's US-backed smelter investment boosts strategic importance and valuation, but near-term concerns weigh on sentiment. Analysts maintain...

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