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

09 Jun 16

Minotaur RAMPS UP FIELD ACTIVITY in June

10 Feb 17

Lithium Australia - 121 Mining Investment Cape Town 2017

16 Sep 15

Executive Interview - Tourism Holdings

12 Jul 16

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

14 Jun 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

09 Nov 18

Executive interview - ERM Power

05 Jun 16

Bennelong Kardinia Absolute Return Fund performance update

20 Apr 18

Bitesize briefing – AJ Lucas Group

22 May 16

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

04 Oct 17

Executive interview - Covata

01 May 16

Minotaur identifies new targets near Prominent Hill

29 Sep 16

Executive Interview - Leaf Resources

14 Apr 16

Executive Interview - Martin Aircraft Company

21 Nov 16

Lithium Australia - Update at 121 Tech Investment

Latest Content

TXP CVN EME GENL GKP

GMP FirstEnergy ― UK Energy morning research package

Touchstone Exploration (TXP LN/CN)1: BUY, £0.30; Commerciality independently demonstrated at Ortoire for the first time | Carnarvon Petroleum (CVN AU) (not covered): 2Q19 results | Empyrean Energy (EME LN) (not covered): Resources estimates in Indonesia | Genel Energy (GENL LN); Speculative Buy, £3.00: Acquisition in Kurdistan | Gulf Keystone Petroleum (GKP LN) (not covered): Shaikan payment in Kurdistan

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21 Jan 19
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bmn IRON KOD RIO SHG VAST

SP Angel – Morning View

Bushveld Minerals* (BMN LN) BUY – Target Price 87p – China to better enforce vanadium compliance | Cornish Lithium (Private Company) – Completion of further funding round | Ironveld (IRON LN) – Vanadium ore bulk sample delivered to potential off-taker | Kodal Minerals* (KOD LN) – Bougouni drilling results | LSC Lithium (LSC CN) – LSC Lithium enters definitive arrangement agreement to be acquired by Pluspetrol | Rio Tinto (RIO LN) – Q4 and 2018 production results highlight copper | Shanta Gold (SHG LN) – $325k worth of convertibles bought back | Vast Resources (VAST LN) – $5.5m Mercuria Tranche B update

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18 Jan 19
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ASO MRS SHG TLG

SP Angel – Morning View

Avesoro Resources (ASO LN) 169p, Mkt Cap £137.9m – Initial drilling results from the Ndablama deposit | Management Resource Solutions plc (MRS LN) 5.1p, mkt cap £8m – Interim trading update and guidance | Serabi Gold (SRB LN) 37.5p Mkt value £22.0m – Record Q4 gold production and 2019 guidance | Shanta Gold (SHG LN) 5.5p, Mkt Cap £42.9m – Strong Q4 helps to hit 80koz guidance | Talga Resources (TLG AU) A$0.36, Mkt Cap A$77.5m – LOI signed with Schunk over graphene product cooperation

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17 Jan 19
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Leigh Creek Energy

Leigh Creek Energy - Termination of coverage

Edison Investment Research is terminating coverage on Leigh Creek Energy (LCK). 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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10 Jan 19
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Pacific Edge

Pacific Edge - Test sales up 43% in H119

Pacific Edge recently reported H119 results, including 43% growth in Cxbladder sales compared to H118. These sales exclude tests for patients covered by the US Centers for Medicare and Medicaid Services (CMS), which currently account for 47% of lab throughput. The company is in the process of gaining inclusion in the CMS’s local coverage determination (LCD), which will enable reimbursement and negotiation for payment of more than 14,000 tests previously performed on patients covered by CMS.

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07 Jan 19
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Rio Tinto

SP Angel – Morning View

Rio Tinto (RIO LN) – Power framework agreed for Oyu Tolgoi

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07 Jan 19
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Rubicon

Rubicon - Well-positioned going into H2

Rubicon’s H1 performance contained typical seasonal trading features ahead of the more important H2 trading period and our earnings estimates are unchanged. We are encouraged to see a number of positive commercial steps being taken in each of the main countries, which will support future aspirations. Our earnings estimates are unchanged as is our previous DCF valuation analysis which indicated a NZ$0.74 per share valuation.

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20 Dec 18
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UNITED CO RUSAL

US sanctions likely to be revoked soon

Today the US Treasury announced plans to remove sanctions against Rusal and its parent company (En+). A slew of (proposed) measures, including Oleg Deripaska’s stake and control in both the companies being reduced to <50%, overhaul of the companies’ board and corporate governance framework being revamped, finally seem to be finding acceptance with the US authorities. Over the next 30 days, various US Congressional committees will consider/discuss the Treasury’s decision unveiled today, although they have the full-right to approve/reject it.

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20 Dec 18
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ARCM bmn NOBL VAST

SP Angel – Morning View

Arc Minerals* (ARCM LN) – STRONG BUY – Interims | Bushveld Minerals* (BMN LN) BUY - Target Price 87p – Chinese authorities likely to send inspectors to enforce vanadium alloy content for steel rebar | Noble Group (NOBL SP) delisted – Financial restructuring | Solgold* (SOLG LN) – SolGold option award | Vast Resources (VAST LN) – $3m bridge facility

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20 Dec 18
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GEMD GSC POG SGZ SOLG TLG

SP Angel – Morning View

Gem Diamonds (GEMD LN) – Letseng mine recovers two more large diamonds | Golden Star Resources (GSC CN) – Drilling results extend Wassa underground mineralisation | Petropavlovsk (POG) – Update on IRC debt refinancing | Scotgold Resources* (SGZ LN) BUY, Target Price 58p – Development starts today at the Cononish Gold mine in Scotland | Solgold* (SOLG LN) – Newcrest increases holding in SolGold to 15.23% from 13.83% | Talga Resources * (TLG AU) – vanadium prospect identified in Talga permits

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