An unusual yet intriguing pair trade opportunity
28/07/26 -"After a euphoric run, Antofagasta and Norsk Hydro (also among sector favourites) are under selling pressure and now also have an extremely negative AV momentum metric. While growing supply risks ..."
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87
Language
English
Published on
28/07/26
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28/07/26
After a euphoric run, Antofagasta and Norsk Hydro (also among sector favourites) are under selling pressure and now also have an extremely negative ...
27/07/26
Despite a significant increase in our target price, we maintain a negative stance due to valuation concerns. Although the new EU measures support the ...
23/07/26
We have upgraded our short term forecasts after the release of the H126 results. Firstly, we were slightly more pessimistic than the street on the ...
17/07/26
Metals & Mining are again in ‘risk-on’ mode as the renewed closure of Hormuz has relaunched speculative positioning on commodity type assets. The ...