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Rahul Jain
Global Materials | Industrials | Commodities
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26 January 2025
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bullish
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Dowa Holdings
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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...
Rahul Jain
46 Views
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bullish
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Vedanta Ltd
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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...
Rahul Jain
197 Views
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bullish
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CMOC Group
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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....
Rahul Jain
148 Views
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bullish
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Korea Zinc
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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...
Rahul Jain
317 Views
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bullish
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Zijin Gold
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16 Dec 2025 11:00
Zijin Gold Intl (2259 HK): Gold Leverage Intact; December GDX Non-Inclusion a Near-Term Overhang
Zijin's valuation now hinges on execution and cost normalization post-IPO re-rating. GDX non-inclusion doesn't change asset quality or medium-term...
Rahul Jain
244 Views
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