SEHK:2600Metals and Mining
Assessing Chalco’s Valuation As China’s Output Caps And Indonesian Expansion Reshape Aluminum Supply
Recent environmental mandates and power rationing in China have capped Aluminum Corporation of China (SEHK:2600) domestic output, pushing the producer to focus on integrated bauxite-to-smelter projects in Indonesia and confronting EU carbon rules.
See our latest analysis for Aluminum Corporation of China.
At a latest share price of HK$14.14, Aluminum Corporation of China has a 90 day share price return of 34.8% and a very large 1 year total shareholder return, suggesting momentum has been...