Marubeni (8002 JP): Re-Rating Done, Spot Copper Priced In
​Stock has been re-rated to reflect current copper prices and earnings, with potential for further growth depending on platform scaling and capital...
3 Views
Korea Zinc: US Government–Linked JV Raises Strategic Valuation Floor; TP to ₩2.1m
​US government investment in US smelter JV boosts Korea Zinc's strategic importance and valuation, with near-term earnings supported by zinc TC...
225 Views
Asia’s Nuclear Revival: Structural Upside Across the Energy Value Chain
​AI-driven power demand, decarbonisation, and energy security are boosting nuclear in Asia, with Kazatomprom, Mitsubishi Heavy, and Doosan...
299 Views
Sumitomo Metal Mining (5713.T): Resources Anchor Earnings; Upside Linked to Copper & Gold
Earnings upgraded due to copper and gold prices, SMM trades near fair value at ÂĄ6,000 with limited downside and potential for sustained strength in...
327 Views
Nippon Steel: Ambition Raised, Returns Deferred
​Despite ambitious scale ambitions and U.S. Steel integration, negative free cash flow is projected through FY26 due to capex etc., delaying ROCE...
403 Views