Metals & Mining’s noticeable recovery

17/11/23 -"Against all odds, the Metals & Mining sector is trying for another comeback. After a tough H1, the markets seem to be paying attention to the sector’s quality proposition. While there’s clearly ..."

Executive summary
Conflict of interest

Pages

Language

English

Published on

17/11/23

Download

You may also be interested by these reports :

01/12/23

AURUBIS

A nine percent decline of 2024 benchmark TC/RC confirmed

30/11/23

THYSSENKRUPP

An enlarged executive board, not supported by employee representatives

29/11/23

CHEMICALS

Takeaways from our first Materials Reverse Roadshow day with KWS SAAT, Salzgitter, Symrise and Alzchem

22/11/23

AURUBIS

Preliminary EBT at the upper end of the guidance – New date for the release of the full year 2022/23 report, 20 December – Lower TC/RC’s 2024

EXECUTIVE SUMMARY

Updates

Pension Risks

Target & Opinion

Governance & Management

Business & Trends

Graphics : Momentum

Money Making

Graphics : MACD & Volumes

Debt

Graphics : Sensitivities

Valuation

Sector: Performance

DCF

Sector: Key data

NAV/SOTP

Sector: Ratios & Valorisation

Worth knowing

Sector: Peers

Financials

Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking

Trading in corporate shares

Analyst ownership

Advising of corporate (strategy, marketing, debt, etc)

Research paid for by corporate

Provision of corporate access paid for by corporate

Link between and a banking entity

Brokerage activity at AlphaValue

BHP Group