APAC

Asia Pacific equity research

Explore the most viewed and latest equity research and media content we have for listed companies based in the Asia-Pacific region.

APAC Equity Research

Broker research, valuations, and analysis on Asia-Pacific stocks

20 Jul 16

Northern Star's June 2016 Quarter Results

09 Mar 17

Executive interview - Imugene

20 Apr 18

Bitesize briefing – AJ Lucas Group

12 Jul 16

Talking Stock: Peak Asset Management’s Niv Dagan comments on markets and opportunities

16 Sep 15

Executive Interview - Tourism Holdings

06 Jul 16

YPB technology - John Houston

13 Jul 15

Executive Interview - Cooks Global Foods

14 Jun 16

Talking Stock: Peak Asset Management’s Niv Dagan comments on markets and opportunities

10 Feb 17

Lithium Australia - 121 Mining Investment Cape Town 2017

07 Jun 16

Talking Stock: Peak Asset Management’s Niv Dagan comments on markets and opportunities

10 Sep 15

Sandfire Resources continues earn-in at Altia project, Cloncurry

22 May 16

(ASX:YPB) – Placement at 18.6% discount to Friday’s closing price at $0.24

06 Jul 15

Minotaur Exploration - IP Surveys underway 02.07.15

19 May 16

Talking Stock: Peak Asset Management’s Niv Dagan comments on markets and opportunities

17 Jun 16

Talking Stock: Peak Asset Management’s Niv Dagan comments on markets and opportunities

Latest Content

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SP Angel – Morning View

Arc Minerals (ARCM LN) – Ann Gloag, founder of Stagecoach, takes 3% stake following consolidation of Zamsort stage | Bluejay Mining* (JAY LN) STRONG BUY – Target Price 45p – 100mt of high-grade titanium mineral sand targeted at Iterlak in summer work program | Bushveld Minerals* (BMNLN) BUY - Target 25p – Imaloto Power Project concession agreement with government of | Madagascar Scotgold Resources* (SGZ LN) BUY – 61p (from 58p) – Cononish funded to production

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22 May 18
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SP Angel – Morning View

Kodal Minerals* (KOD LN) - Drilling extends mineralisation to over 1km at Sogola-Baoule | Mkango Resources* (MKA LN – Definitive agreement with Talaxis | Phoenix Global Mining* (PGM LN) – Final results Investment by a major mining company in Idaho | Scotgold Resources (SGZ LN) – Cononish development funding secured | SolGold* (SOLG LN) – Exploration success in southern Ecuador

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21 May 18
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SARINE TECHNOLOGIES

Growing importance of recurring revenue

Following a considerable oversupply of polished diamonds in H217, conditions in the midstream market have returned to normal post the holiday selling season, as expected. Sarine was able to post a slight increase in sales in Q118 vs the previous year on the back of higher recurring income from its inclusion mapping systems. Equipment sales were largely focused on systems for smaller stones, including the recently launched Meteorite system. Going forward, management expects increased adoption of its comprehensive offering including Sarine Profile, the light performance grading tools, Sarine Diamond Journey and the AI-based 4C grading reports to further drive recurring revenue.

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18 May 18
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Triton Minerals

Termination of coverage

Edison Investment Research is terminating coverage on Triton Minerals (TON). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant.

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18 May 18
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Leigh Creek Energy

Environmental approvals de-risk LCEP

Leigh Creek Energy (LCK) has received statement of environmental objectives (SEO) approval for the pre-commercial demonstration (PCD) phase of the Leigh Creek Energy Project (LCEP) and important de-risking milestone ahead of commencing process well drilling, plant construction and operation. LCK will now submit activity notifications (ANs) to advise the regulator of specific activities to be carried out under the SEO. Accordingly, we de-risk our valuation for LCEP from a 20% commercial chance of success (COS) to 30%. Our base case valuation rises from A$0.26/share to A$0.38/share (+46%). A successful PCD, permitting and funding for full-field development would significantly de-risk LCEP.

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10 May 18
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SP Angel – Morning View

Ariana Resources (AAU LN) – Kiziltepe gold output rises 8% quarter-on-quarter | Azumah Resources (AZM AU) - Discovery of high grade shoot at Wa Gold Project | Bluebird Merchant Ventures* (BMV LN) BUY – Target Price 12.8p – Metallurgical test work shows >90% gold recoveries on Gubong material | Bushveld Minerals* (BMNLN) - Vanadium market assessment | Horizonte Minerals (HZM LN) – Mineral resource estimate at Vermelho | Petropavlovsk (POG LN) – Proposal of additional resolutions for the coming AGM | Tharisa (THS LN) – Earnings downgrade on lower chrome prices and relative strength of South African rand | Vast Resources (VAST LN) – Nick Hatch appointed as a new Independent non-executive director

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09 May 18
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Alkane Resources

Poised for the next stage

A strong Q3 saw the Tomingley Gold Operation (TGO) mine generate operating cash flows of A$21.2m, driving Alakane’s (ALK’s) cash pile to A$60.6m with a further A$8.4m held as bullion-on-hand. Two critical path catalysts are due in the final quarter of FY18, the final modular costing plan for the Dubbo Project (DP) and the way forward for extending the TGO’s mine life. The DP’s future viability has been proven viable technically, and has also been aided by a number of its products realising significant price gains (zirconium products and certain rare earth elements (REEs) related to magnets as well as hafnium and FeNb) driven by numerous supportive end-market changes. While financing the DP continues, we see ALK putting its own cash pile to use extending the life of the TGO’s processing facility via either UG mining or potentially exploration and development.

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04 May 18
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The Monthly

Prior to the financial crisis of 2008/09, it was widely believed in the stock market that certain sectors – most notably utilities, pharmaceuticals, food retailing and tobacco – were far less vulnerable to market downturns.

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02 May 18
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Small Cap Breakfast

Urban Exposure, a newly formed company which been established to pursue two main strategies in the residential development finance market - asset management of development finance loans and direct lending into development finance loans, looking to join AIM. Offer TBC, expected early May 2018 Rosenblatt Group -specialist litigation and contentious restructuring law firm established in 1989 based in the City of London. Offer TBC. Due 8 May. Supreme, a leading manufacturer and supplier of branded consumer batteries, a manufacturer and supplier of branded and licensed consumer lighting and a leading manufacturer and supplier of vaping products in the United Kingdom, is looking to join AIM. Offer TBC, expected early May 2018 KRM22, a closed-ended investment company with a particular focus on risk management in capital markets, is looking to join AIM. Offer raising £10.3m at 100p expected market cap of £12.3m, expected 30 April 2018 Serinus Energy -international upstream oil and gas exploration and production company. Its principal assets are located in Romania (development phase) and Tunisia (production phase). Raising c.£10m. Offer TBA. Due mid May.