Southern Copper Corporation Aktie News

Inflation isn't just back, it's becoming policy. From skewed CPI data to deficit-driven dollar moves, we're entering a new and lasting macro era. The U.S. may now prefer higher inflation to fix its balance sheet and boost growth. That changes everything, including how we invest, where we invest, and why. I'm not overhauling my strategy. But I'm sharpening my focus on pricing power, hard assets,...

Peru is ramping up efforts to cement its role as a global mining powerhouse, forecasting $4.8 billion in new investment in 2025 as demand for copper and other critical minerals accelerates. The Energy and Mines Ministry expects output to rise in 2025, as global producers and junior miners double down on one of the world's richest copper reserves.

Southern Copper's financials are strong, with record revenue and cash flow, but the stock trades at very high multiples for a commodity company. Copper's long-term demand outlook is positive, yet current high prices and cyclical risks make buying at these levels unattractive. Grupo México's dominant ownership of SCCO poses governance risks for minority shareholders, including limited influence ...

While stock splits are not as common as they were a couple of decades ago, a number of notable ones have happened in the past year.

Copper prices rebounded from a 24.6% correction and surpassed the May 2024 high, driven by tariffs, supply issues, and green energy demand. Southern Copper Corporation shares underperformed despite copper's rally, impacted by U.S. stock market selling, tariff-induced price dislocations, and missed earnings forecasts. Tariffs have distorted copper prices, boosting U.S. futures to record highs wh...

The recent executive order by President Trump has led to a 30% rally in copper prices, driven by speculative demand and potential tariffs. Southern Copper Corporation is well-positioned to benefit from rising copper prices, despite currently lagging behind the metal's price surge. Long-term demand for copper is expected to outpace supply, driven by EVs, renewable energy, and infrastructure dema...