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...
46 Views
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...
197 Views
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....
148 Views
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...
317 Views
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...
244 Views