Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top Quartile
Rahul Jain
Materials| Industrials |Commodities
Message
Follow
Location:
India
Joined:
26 January 2025
101
Insights
39.3k
Views
28
Followers
India
•
Materials
•
Equity Bottom-Up
•
Commodities
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Copper
•
19 Jun 2025 10:13
Copper Crunch Deepens: China’s Inventory Collapse Reshapes Global Market
Chinese copper inventories hit 15-year lows, signaling tight market conditions and driving bullish sentiment in the global copper supply chain.
Rahul Jain
19 Views
Share
bullish
•
Samsung Heavy Industries
•
19 Jun 2025 09:39
Samsung Heavy (010140) Ends $3.5B Zvezda Deal; Arbitration On, Order Book Unaffected
SHI terminates $3.54B Russian contracts due to non-performance, pursues arbitration in Singapore to retain advances and seek damages. Minimal...
Rahul Jain
35 Views
Share
bearish
•
Nippon Steel Corporation
•
19 Jun 2025 00:12
Nippon Steel (5401) – $14.2B U.S. Steel Bet Targets Growth, Faces U.S. Market Maturity Risks
Nippon Steel acquires U.S. Steel for $14.2 billion, expanding global footprint and diversifying earnings beyond Japan. Challenges ahead with U.S....
Rahul Jain
140 Views
Share
bullish
•
Centrus Energy
•
18 Jun 2025 20:03
Centrus Energy (LEU): Rebuilding America’s Enrichment Capability with HALEU Tailwinds
Centrus has seen significant revenue growth due to increased demand for SWU and U.S. enrichment contracts, positioning them well for future growth...
Rahul Jain
164 Views
Share
bullish
•
Cameco Corp
•
18 Jun 2025 16:01
Cameco (TSX: CCO) – Strong Earnings, Westinghouse Expansion, Long-Term Tailwinds in Nuclear Cycle
Cameco's strong earnings rebound driven by higher uranium prices and strategic growth initiatives, offering long-term potential despite near-term...
Rahul Jain
167 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.53.5
x