broker research

Many funds that are short copper are being forced to cover their positions and this is pushing the price higher, says Morgan Stanley.

Major broker Goldman Sachs has released a research report outlining reasons why it thinks IGO is a buy and Minera Resources is a sell.

The major brokers have reviewed BHP's quarterly report and we have their latest research, ratings, and price target updates.

Lithium prices have rallied. Major broker Citi reviews the lithium market, noting the recent rally is “detached from fundamentals”.

Major broker Morgan Stanley has updated its estimates for copper prices and notes several important developing market dynamics.

Some major brokers are considering the possibility rare earths prices have stabilised, so we review the three main ASX rare earths stocks.

Every ASX copper producer: What they do, where they’re doing it, what it costs them, how much they have, broker consensus, and more.

Rate cuts into bubbles? Rather than run for the risk-aversion hills, Citi loves the smell of irrational exuberance in the morning!

Citi suggests a major reason for recent weakness in the iron ore price is a surge in supply hitting the market from non-traditional sources.

Major broker Macquarie reviews their big underweight call on ASX bank stocks, as well as institutional and retail fund flows for the sector.