Ivanhoe's Massive Guide Down And Copper Supply Impacts
We detail another major event that could further push the copper market into deficit in the short term for CY25, potentially exceeding 400,000 tons.
247 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - June 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
405 Views
Copper Tracker 23rd June 2025: Bullish On Low Inventory, But Need To Monitor China
We highlight KPIs for tracking copper, including inventory data, exchange spreads, and TSF for China. We also list our top picks in equities for...
235 Views
Iron Ore Tracker (23-June-2025): Iron Ore Due for A Small Bounce?
This insight covers China's TSF, steel production rates, iron ore imports, mill margins, port inventories, and other KPIs impacting iron ore...
238 Views
Oriental Watch (398 HK): Resilient Despite Tough HK Environment, Dividend A Slight Disappointment
We summarize the FY25 results of Oriental Watch 398 HK. We analyze the prospects for FY26 and provide a brief summary of measures the company will...
203 Views