DIVERSITY DOESN’T COME CHEAP, UNLESS YOU ARE ANGLO AMERICAN (BUY; +38% UPSIDE)
28/03/24 -" Miners are off to another rough start to the year (like in 2023) – down by 7.8% (in ytd terms) vs. the 6.9% gain for AV universe stocks, with Chinese growth/revival worries again being the bone of ..."
Pages
95
Language
English
Published on
28/03/24
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. ...