As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...

With commodities like gold and silver becoming the leading performers year-to-date, financial markets have caught a precious metal bug again. Yet, the latest research shows that nature-related risks could undermine the sector’s earnings by as much as 25%.According to new analysis from Barclays, the sector is particularly exposed to biodiversity and ecosystem challenges, and this vulnerability could reshape how miners operate within the current commodity cycle."We hope that in sharing our work we can start a ...

Since my previous article , BHP (NYSE: BHP ) ( OTCPK:BHPLF ) had a total return of 14.8% versus the 11% of the S&P 500. This evolution, more than a speculative rally, was the confirmation thatI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual investors. My articles reflect ...

当地时间9月25日，美股三大指数集体收跌，道指跌0.38%，纳指跌0.5%，标普500指数跌0.5%。 纳斯达克中国金龙指数收涨0.42%，热门中概股多数上涨，蔚来、小鹏汽车、哔哩哔哩涨超4%，百度、理想汽车涨超1%。 富时A50期指连续夜盘收跌0.26%，报15204点。 COMEX黄金期货收涨0.33%，报3780.5美元/盎司；COMEX白银期货收涨2.89%，报45.47美元/盎司。 个股上，甲骨文跌超5%；特斯拉跌超4%，市值一夜蒸发645亿美元（约合人民币4602亿元）；Meta跌超1%；苹果涨超1%。 英特尔大涨近9%。消息面上，英特尔公司已就获得苹果公司的投资事宜与其接触。知情人士称，此举是为加强这家目前部分由美国政府持股的芯片企业 的业务基础。这些知情人士表示，苹果与英特尔还讨论了如何进一步深化合作。相关磋商仍处于早期阶段，未必会达成协议。如果协议达成，这笔交易将 延续近期对英特尔的外部注资浪潮：上周，英伟达宣布出资50亿美元，并计划与英特尔在个人电脑与数据中心芯片上展开合作。上个月，日本科技巨头软 银集团也宣布向英特尔投资20亿美元。 知情人士还称，英特尔已与其他多家公司接触潜在的投资 与 ...

BHP Group Ltd (QBE Insurance Group Ltd (BHP share price in focusThe ASX:BHP ) share price has jumped 1.0% since the start of 2025. The ASX:QBE ) share price is tracking 28.6% off its 52-week lows.BHP Group (formerly known as BHP Billiton) is a diversified natural resources company founded in 1885 that produces commodities for energy use and manufacturing.BHP’s core business lines are mineral exploration and production. BHP’s assets, operations and interests are separated into three focus areas: copper and r ...

杰富瑞将必和必拓的目标价从36美元上调至38美元。 ...

核心人事变动 - 必和必拓可能任命澳大利亚业务总裁Geraldine Slattery为公司140年历史上首位女性首席执行官[1] - 现任首席执行官Mike Henry预计将于2026年中期卸任 任职时间达五年[3] - 董事会主席Ross McEwan自3月上任后主导首席执行官继任者遴选工作[3] 候选人背景 - Geraldine Slattery在公司任职三十年 曾主管美国石油业务并负责页岩气领域拓展[5] - 其他潜在候选人包括首席财务官Vandita Pant 首席商务官Ragnar Udd及美洲业务负责人Brandon Craig[4] - Slattery若当选将成为全球矿业巨头中少数女性领导者之一 此前英美资源集团2007年任命Cynthia Carroll开创先例[2] 行业领导层多样性 - 全球矿业领域女性首席执行官稀缺 目前仅有南非昆巴铁矿CEO Mpumi Zikalala等少数案例[6] - 此次任命若成行将标志着矿业巨头领导层性别多元化的重大突破[1][2]

审核：李文涛 我公司依法已获取期货交易咨询业务资格 交易咨询证号：Z0015640 数据来源：郑商所,同花顺,紫金天风期货 季度末发运冲量后，国际矿 山供给快速走低，国产矿产 量因环保等明显下滑，铁水 持续上行，下游五大品种产 量不断上行， 季度末供给充足， 需求疲软，终端累 库，矿价承压。 国际矿山发运有所 恢复，国产矿产量 回升，需求颓势初 现，淡季来临，铁 水回落。 铁矿发运量再度下滑，澳巴 发运均明显走弱，港口库存 走低。 重大活动影响下， 环保限产较严格， 下游利润下滑带动 需求走弱，矿价松 动。 Vale码头检修，意外影响发 运。美国加息推升宏观看涨 情绪。 | | • 静态测算，25年中国进口铁矿或呈现先减后增态势，同比减少808万吨（-0.5%）至12.28亿吨。澳巴地区矿山新增产能较预期缓慢， | | --- | --- | | 供应 | 异常天气等事件对发运影响明显，预计四季度发运将有所好转。 | | | • 2025年前7个月国内铁矿石累计产量同比下滑3.28%，4季度或有所回升，25年国产精粉预计同比增+0.05%至2.97亿吨。 | | | • 总供给同比减少795万吨（-0.51% ...

(Reuters) -BHP Group is likely to appoint Geraldine Slattery, the head of its Australia operations, as its first female chief executive in its 140-year history, the Financial Times reported on Friday. If appointed, Slattery will be one of only a handful of female CEOs at major global mining firms, with a previous notable name being Cynthia Carroll, the first woman to run Anglo American for five years until 2012. BHP CEO Mike Henry is expected to step down by the middle of 2026 after five years at the hel ...

风险评估显示，上行风险包括商品价格超预期走强、澳元贬值及中国钢铁消费量超基础预测;下行风险 则聚焦项目执行问题(如Escondida铜矿、Olympic Dam铜铀矿及Jansen钾矿项目)及铁矿石业务运营挑 战。 估值方法采用60%基础情景+20%乐观/悲观情景的DCF部门加总法，WACC为8.1%(贝塔系数0.9倍，债 务成本5.5%，股权成本10%)，确保评估体系覆盖多维度变量。 智通财经APP获悉，大摩对必和必拓(BHP.US)的深度分析显示，这家澳大利亚矿业巨头正通过战略调整 应对行业挑战，同时展现出稳健的财务表现与长期价值潜力。作为全球最大矿产资源企业之一，必和必 拓近期在昆士兰州的运营调整引发市场关注——其与三菱联盟(BMA)宣布自11月起暂停Saraji South矿场 运营并裁员750人，此举直接回应昆士兰州政府高额煤炭特许权使用费及市场环境压力，旨在通过成本 削减维持竞争力。 从财务数据看，大摩给予必和必拓"增持"评级，目标价46.50澳元，当前市值区间约1378亿至1726亿美 元。2025财年预测显示，公司净收入将达512.62亿美元，EBITDA为259.78亿美元，净利润101.5 ...