洛陽モリブデンに関するコメント

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
DBS: Regional Metal - Alpha Edge Investing
$CMOC Group Limited(603993.SH)$ $Zijin Mining Group(601899.SH)$ $Aluminum Corporation Of China(601600.SH)$ $洛陽モリブデン(03993.HK)$ $紫金砿業(02899.HK)$ $中国アルミ(02600.HK)$ $招金砿業(01818.HK)$ $江西ガン鋒リ業(01772.HK)$ $宏橋集団(01378.HK)$ $五砿資源(01208.HK)$ $江西銅業(00358.HK)$ $Ganfeng Lithium Group(002460.SZ)$

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
DBS: Metal/Steel/EV battery Updates (17 Jan): Iron ore price retreated from its recent peak - Alpha Edge Investing
$CMOC Group Limited(603993.SH)$ $Zijin Mining Group(601899.SH)$ $Aluminum Corporation Of China(601600.SH)$ $洛陽モリブデン(03993.HK)$ $紫金砿業(02899.HK)$ $中国アルミ(02600.HK)$ $招金砿業(01818.HK)$ $江西ガン鋒リ業(01772.HK)$ $宏橋集団(01378.HK)$ $五砿資源(01208.HK)$ $江西銅業(00358.HK)$ $Ganfeng Lithium Group(002460.SZ)$

Recently, $洛陽モリブデン(03993.HK)$ announced that it expects the first phase of the KFM project to go into production in 1H23, and the TFM mixed mine project is also scheduled to go into production in 2023. According to China Securities, with the release of products from the two world-class copper and cobalt projects of TFM and KFM, Luoyang Molybdenum's posit...

CITI:
The changes in risk appetite in the commodities market lead to the recent price corrections on Chinese
steel and aluminum firms, which offers an opportunity to buy in $Angang Steel(000898.SZ)$, $Baoshan Iron & Steel(600019.SH)$, $紫金砿業(02899.HK)$, $洛陽モリブデン(03993.HK)$, and $中国アルミ(02600.HK)$.