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...
164 Views
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...
179 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...
256 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....
170 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...
318 Views