INSIGHT PROVIDER
Top 5%
Rahul Jain

Rahul Jain
Materials| Industrials |Commodities

146
Insights
57.5k
Views
36
Followers
India Materials Equity Bottom-Up Commodities
Refresh
bullishRio Tinto Ltd
16 Jul 2025 11:30

Rio Tinto Q2 2025 Production Update: Copper Leads, Iron Ore Rebounds

​Rio Tinto's copper strength and diversification strategy position the company for resilient growth in the second half of FY25.

Logo
186 Views
Share
bullishSumitomo Corp
16 Jul 2025 02:11

Sumitomo Corp (8053 JP): £7.5B UK Clean Energy Pivot to Boost Infra Exposure and Earnings Quality

​Sumitomo shifts focus to UK clean energy with £7.5B investment, aiming for long-term infrastructure growth and potential ROE uplift beyond FY2028.

Logo
364 Views
Share
15 Jul 2025 14:44

CMOC Group Ltd (SEHK: 3993 | SSE: 603993) – H1 Guidance Points to Strong Upside

​CMOC's strong H1 2025 performance could lead to a significant increase in net profit, with potential for higher earnings and EPS in the full year,...

Logo
164 Views
Share
15 Jul 2025 01:07

Zhongjin Gold (SHA: 600489): Stable Growth, Strong Upside Potential

​Stable financial performance driven by rising gold prices and cost control, with potential for over 50% profit growth and undemanding valuations...

Logo
187 Views
Share
13 Jul 2025 22:34

Zijin Mining: Strong H1 Guidance, FY25 Upgrades Likely, Gold Listing Adds Catalyst

​Zijin expects a 54% YoY rise in H1 FY2025 net profit, prompting potential revisions to estimates and plans for a Hong Kong listing to unlock value.

Logo
288 Views
Share
x