Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Reliance Industries shares jumped 6% in three days, adding Rs 1 lakh crore. Morgan Stanley's overweight rating implies 38% upside. The AGM is the next test.
Aluminium producers Hindalco, NALCO, Vedanta lead sector decline after LME aluminium drops on US-Iran interim agreement easing supply fears. Nifty Metal down 2.16%.
Accsys Technologies FY revenue rose 12% to €153m, with like-for-like revenue up 20%. The wood modification company benefits from tightening EU deforestation rules.
WTI holds above $80 as 20% of global oil shipments are cut. Drillers like Nabors see upgrades. A truce reopening the Strait of Hormuz could reverse gains.
IFCI shares surged 30% in three sessions to a record high on buzz the company will file NSE IPO papers by Thursday. The 4.5% NSE stake is valued at ₹4,500 crore.
Southern Province Cement shareholders approved a SAR 0.25 dividend and gave the board power to declare interim dividends quarterly or biannually. The shift could reshape payout expectations.
Equinor bought back 414,792 shares at NOK 353.25 each in the second tranche of its 2026 programme. The buy-back runs through July 20, with weekly disclosures on Oslo Børs.
Endeavour Mining bought back shares last week under its March buy-back programme. Stifel Nicolaus Europe executed the purchases. The gold producer has room for buy-backs at current gold prices above USD 2,300 an ounce.
Bellevue Gold's April-May production hit 28.1K oz at 4.6 g/t, supporting a guidance beat. Underground drilling at Tribune South found visible gold in three holes.
Koppers (KOP) presented at Singular Research's Las Vegas conference. The slide deck covers key business segments. Investors await details on carbon black and utility pole demand.
The weekend U.S.-Iran agreement to reopen the Strait of Hormuz sent Brent lower and boosted Indian benchmarks. The deal's missing details create execution risk ahead of Friday's signing.
The US-Iran peace deal sent crude tumbling and Indian stocks rallying. Here's what changed for FII flows, input costs, and the Friday signing ceremony.
Keyera targets C$2.2B EBITDA by 2029, up from C$1.4B in 2025, betting on Montney NGL growth and a new fractionator. 2026 guidance of C$1.5B-C$1.6B EBITDA aligns with consensus.
Brent crude slipped Tuesday as traders waited for the fine print on a US-Iran peace deal. Neither side has released the MOU, keeping the risk premium in the barrel wide.
Two aircore rigs are drilling at Encounter's Aileron project as the company targets 70,000m of infill and exploration after a 54% resource upgrade.
Ausgold rose 0.57% on thick gold hits at Katanning. Legacy Minerals jumped 4.17% on a new discovery at Mt Carrington. WhiteHawk surged 20% after a partnership with Adisyn. ASX200 slipped 0.43%.
The dry, room-temperature deposition process avoids solvents and furnace steps, CRR says. Quantitative coin-cell test data has not yet been published, leaving the technical case incomplete.
Podium Minerals' CEO says nine deeper drill holes confirm Parks Reef PGM mineralisation extends 450–500 metres deep, well past the current 250-metre resource boundary. Grade and width profiles match the shallow inferred resource of 183Mt at 7.6Moz. Metallurgical test work is the next catalyst.
Gold loans doubled to 11.1% of retail credit. Average ticket size hit ₹1.96 lakh. Three-quarters of new loans went to borrowers already carrying over ₹1 lakh in debt. RBI tightens LTV rules.
Vedanta's demerger added 67% to combined market cap, with the aluminium arm emerging as the most valuable piece of the six-way split.
Vedanta's four demerged units – aluminium, oil & gas, iron & steel, and power – started trading Tuesday, giving investors direct commodity exposure without the holding company discount.
Vedanta's six demerged entities now command a combined ₹3.5 lakh crore market cap, up 67% from pre-split. The revaluation reflects sector-specific multiples, but concentration in Hindustan Zinc and liquidity in smaller units introduce risk.
A US-Iran peace deal crushed oil's war premium, sending the Sensex up 736 points and the rupee 40p higher. Here's the crude-gold-rally chain and the next catalysts.
GoldHaven Resources drops quarterly filings under a Canadian pilot program and hires Simone Capital for C$10K/month in IR services. The junior explorer's Magno tungsten project in B.C. remains the flagship.
Rio Tinto shares up 28% in 2025. Valuation anchors: net tangible assets and dividend yield. The rally has compressed the margin of safety. April production report will test the run.
PSX dropped 3.45% while the broader market rose, a rare divergence. The refiner's Alpha Score of 60 is Moderate, and valuation at 10.7x forward earnings leaves little margin for error. Earnings in April will test the thesis.
The 2.1% drop in MPLX was mechanical midstream rotation, not a thesis break. Cash flow coverage stays above 1.6x. NGL volumes remain strong. Yield near 8.5% is safe.
Silver's 8% decline from May highs tightens margins for SIL miners. A break below $28 an ounce could trigger stop-loss selling. The June jobs report is the next catalyst.
Peyto confirms its monthly dividend of $0.12 per share, payable July 15 for shareholders of record June 30. The TSX-listed Canadian energy producer maintains its payout amid volatile commodity prices.
McKinsey senior partner Pradip Patiath joins AXIS Capital's board, adding digital strategy and analytics expertise as the specialty insurer pushes its transformation under CEO Vince Tizzio.