Matheus Moreira

Basic Materials

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas4 topics

Macroeconomic1Demand1Competitive Dynamics1Pricing1

Question History2 questions

SCCOSouthern Copper Corporation1 quarter

2025 Q4

demand in China appears to be deteriorating at a relatively fast pace, right? So just wanted to see how do you view these dynamics going forward?

MacroeconomicDemandView in transcript →

Should we expect the strategy to remain in place for 2026, especially considering these copper prices at these levels?

Competitive DynamicsPricingView in transcript →