Anglo American


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12/11/26 -"Anglo American has witnessed a strong rerating on the back of copper emerging as its biggest-value creator, and anticipated benefits from the merger with Teck Resources. However, the current premium ..."

Pages
94
Language
English
Published on
12/11/26
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12/11/26
Anglo American has witnessed a strong rerating on the back of copper emerging as its biggest-value creator, and anticipated benefits from the merger ...

12/11/26
We have revised downwards our estimates for FY26/27 after the release of the Q326 results. As such, the latter were decent, but we take a more ...

10/11/26
In the light of higher earnings, our target price resets some 14% higher. It also benefits from a higher premium to peers (20% vs 10% previously), ...

10/11/26
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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

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Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
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Provision of corporate access paid for by corporate NO
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