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MMG (1208): The company is currently in a period of rapid capacity expansion, and its expansion projects will significantly increase copper production. Benefiting from improved operational efficiency at its mines, unit costs have decreased, and the company remains financially sound. Copper prices have long been strongly supported by the global energy transition, which has led to both demand and supply constraints. With the release of production capacity and the accumulation of cash flow, the company's future dividend-paying ability will significantly improve, making the medium- to long-term investment outlook optimistic.
Majority of US senators supported President Trump's military action against Iran
The US Senate rejected a resolution aimed at limiting President Trump's war against Iran. On March 4th, local time, majority of US senators supported President Trump's military action against Iran, voting 47-52 to reject a resolution aimed at halting airstrikes and requiring any hostile actions against Iran to be authorized by Congress. The Secretary of Defense predicted the conflict could last eight weeks or longer.
Hong Kong Stock Connect saw a net outflow of HK$466 million on Wednesday. Southern Hang Seng Technology (03033) saw the largest inflow at HK$944 million, followed by Tencent Holdings (00700). Alibaba-W (09988) recorded the largest net outflow at HK$3.459 billion, followed by CNOOC (00883).
Leung Kai Tong is a SFC licensed person accredited to KGI Group to carry on regulated activities (for details, please refer to https://apps.sfc.hk/publicregWeb/indi/ADU276/details). He and/or his associate do not have any financial interest in the recommended issuer or new listing applicant.
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