BHP Group


BHP IS A SAFER CALL ON CHINA THAN LVMH (ADD; 14% UPSIDE)

13/09/23 -" Since the outbreak of the Ukraine-Russia war, while commodities/metals were a natural choice for investors, in terms of corporate bets, big money was on BHP Group (ADD; UK). This was despite the ..."

Pages
89
Language
English
Published on
13/09/23
You may also be interested by these reports :
01/07/26
Overall, in our opinion, after the decision to divest key aluminium and related assets to Alcoa, the way forward has minimal margin for error. The ...

01/07/26
South32 has announced sale of aluminium and related assets (ex. Mozal) to Alcoa. This is a surprising move as aluminium was key pillar over the years ...

25/06/26
There has been a sudden but sizeable sell-off of miners, especially for copper-heavy names. The fading AI (funding) frenzy could have been a ...

24/06/26
In recent years, markets have gone gung-ho over AI/chip stocks, and as a second-order effect, miners have also become big beneficiaries. ...

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 NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO