Weekly Reports | Nov 17 2023
Our top ten news from 09 November 2023 to 16 November 2023 (ranked according to popularity).
1 – Material Matters: The Outlook For Aluminium and Copper & Stock Picks
Thursday 09 November 2023
A glance through the latest expert views and predictions about commodities: Morgan Stanley's bullish outlook for aluminium & varying views by brokers on the outlook for copper
2 – ESG Focus: Day Of The TRIFRS
Thursday 09 November 2023
This final instalment on reporting season checks out the S in ESG in a season defined by labour shortages, fatalities, safety reporting, and same-job-same-pay developments; and psychosocial safety
3 – ESG Focus: The Little Big Things – 15-11-2023
Wednesday 15 November 2023
We're going macro this week as some analysts tip rate cuts as early as March, before going green: capital costs are falling for green manufacturers and decarbonisers; plus lots more.
4 – Rudi's View: Between Perception & Reality
Wednesday 15 November 2023
In this week's Weekly Insights:-Between Perception & Reality-Conviction Calls & Best IdeasBy Rudi Filapek-Vandyck, EditorBetween Perception & RealityProbably the biggest surprise I have come across over the past year or so is the observation that so many investors
5 – Uranium Week: Risk To Enriched Supply
Tuesday 14 November 2023
Bills including the eventual banning of Russian enriched uranium exports may be considered by US Congress this week
6 – Northern Star: All About KCGM
Wednesday 15 November 2023
The ASX doesn't offer many choices to invest in Tier-1 gold mining. New research highlights Northern Star Resources as a scarce investment opportunity
7 – Research To Download: Actinogen, Freelancer, Lepidico, State Gas, & More
Monday 13 November 2023
Research reports on ASX-listed companies, to download in full
8 – Rise Of The Machines: AI Has Arrived
Thursday 16 November 2023
There is no disagreement AI is here and is about to explode into our lives. As for how long it will take to change the world is up for debate, and not all implications are positive
9 – In Case You Missed It – BC Extra Upgrades & Downgrades – 10-11-23
Friday 10 November 2023
A summary of the highlights from Broker Call Extra updates throughout the week past
10 – Weekly Ratings, Targets, Forecast Changes – 10-11-23
Monday 13 November 2023
Weekly update on stockbroker recommendation, target price, and earnings forecast changes