Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Regulus Resources granted 2.18M incentive stock options at $4.18, mostly replacing expired ones. The AntaKori copper-gold-silver project in Peru hosts 250M tonnes indicated. Options vest over two years.
Indian benchmarks rose for a third day as HCL Tech and Tech Mahindra led the IT pack. The catalyst: a softer US jobs report that tempered Fed rate hike expectations.
Man Group disclosed a net short of 1.1% in DCC via CFDs. The matched book structure and small dealing volumes point to market-making, not a directional trade.
Man Group disclosed a 1.1% net short in AMG Critical Materials via CFDs under Rule 8.3, signaling a bearish view on a looming takeover. The same strategy was used on DCC in August.
Gold rose 1.6% on Friday after weaker-than-expected economic data led traders to dial back September rate hike expectations. The next test: Wednesday's CPI report.
TotalEnergies ENEOS commissions 28 MWp rooftop solar at Samsung Vietnam under Decree 57 DPPA. The 20-year PPA covers 26% of site power. Regulatory risk remains.
Gold jumped 1.3% to $4,177, headed for first weekly gain in five, after weak economic data scaled back expectations for further Fed rate hikes. The $4,200 level now looms.
Brent crude climbed above $72 a barrel on Friday as traders bet that US-Iran peace talks could unlock Iranian supply. The move reverses a slide that had pushed crude below $70 earlier this week. Traders now watch for concrete steps toward a deal.
India holds $5 trillion in idle gold. A revived monetisation scheme using jewellers as intermediaries could cut import bills and ease rupee pressure.
Adani Enterprises shares rose 0.93% to near a 52-week high after a $11.5 billion aluminium JV with Abu Dhabi's IRH and a QIP at ₹3,034.68 floor price. The stock is up 40% YTD, far ahead of the Nifty's 6.9% decline.
Nifty IT surged 3% after a soft US jobs report eased rate fears. Midcaps rose just 4 bps. The narrow rally leaves Wednesday's CPI as the next catalyst for rate-sensitive stocks.
Vedanta encumbered 90.67% of its promoter stake in HZL via a subsidiary loan guarantee, but shares rose. The pledge releases signal some deleveraging, but the headroom is now gone.
Vedanta's three listed units shed up to 8% Monday as crude slipped below $70 and iron ore fell on Chinese steel output decline. Traders cited OPEC+ positioning; Nifty Metal down 2.5%.
Adani Enterprises upsized its QIP to ₹15,000 crore and drew 3.8x bids. Domestic funds led the subscription. The capital eases near-term refinancing pressure for the flagship.
BHP's 60% FY26 rally was fueled by record copper prices and strong iron ore demand. The Alpha Score of 66 points to moderate upside. Read the catalyst brief.
Global crude is at four-month lows, but Indian petrol and diesel prices haven't budged. The minister says OMCs are still using costlier crude stock. Two to three months of low prices could change that.
Noronex (ASX: NRX) assays confirm uranium mineralisation over kilometres at Etango North, validating the exploration model and opening district-scale upside in Namibia's uranium corridor.
CBA shares fell 10%+ in FY26 as net interest margin compression, rising costs, and a flat dividend disappointed the market. The mortgage war and elevated deposit costs kept earnings under pressure.
Montfort Boys Town graduated 107 students with SKM Level 2 certification across six trades. Inclusive pathways for neurodivergent learners were a focus, with one autistic graduate winning three awards.
Riversgold (ASX:RGL) secured the Northern Zone lease for its Kalgoorlie gold project. The 21-year permit clears the path for Mega Resources to begin funding and development. MDCP application is next.
Brent crude below $70 and RBI dollar sales fail to stem the rupee's decline as importers and foreign investors drive demand. The next test is the Fed's rate decision.
Commodities fell 10.49% in June, extending May's 7.53% decline. The back-to-back losses mark the worst two-month stretch since 2020. Gold and crude both slid.
The federal commitment strengthens the case for the block cave, but the final investment decision hinges on Newmont's feasibility study and copper prices.
Talga Group delivered its first Talnode-C shipment to Nyobolt under a binding offtake, marking a milestone for the European battery anode supply chain.
PSX rose 1.1% to $176.42 in the last session. The stock carries an Alpha Score of 53/100 (Mixed). Read the catalyst brief for analysis and the catalysts ahead.
Alcoa's $4.1B all-in deal for South32's aluminum chain promises immediate earnings accretion and $900M in NPV, boosting its global low-cost position. Alpha Score 71.
India's coal imports dropped 13% to 21.13 MT in April, cutting import dependence to 19.7% as domestic production ramps up. The trend signals sustained gains for Coal India.
The $11.5 billion smelter could cut India's aluminium import bill by a third. Environmental approvals and financing remain ahead.
Petrus Resources declared a $0.01 monthly dividend payable July 31. The DRIP offers a 3% discount on reinvested shares, compounding returns for long-term holders.
Ero Copper will release second-quarter results after the close on Aug. 5, with a conference call the next morning. The Brazil-focused miner operates two copper mines and a gold mine, and is advancing the Furnas project with Vale.