Tingshuai Feng

Basic Materials

Limited coverage. Only 6 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

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

Challenge Trend

Q1 '25Q4 '25

Focus Areas6 topics

Capex Investment5Regulation Policy2Capital Allocation1Geographic Expansion1Competitive Dynamics1Pricing1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

SCCOSouthern Copper Corporation3 quarters

2025 Q4

is it possible to boost your growth plan with the extra cash? Or is it more likely for you to increase the portion of cash dividend

Capital AllocationCapex InvestmentView in transcript →

does the higher copper price make the project development like for Los Chancas easier or more challenging?

Capex InvestmentRegulation PolicyView in transcript →

2025 Q3

LPR is still expected to start production in 2028. While the project is not mentioned in the latest quarterly press release

Capex InvestmentGeographic ExpansionView in transcript →

any further extension of the scheme will have any impact on your development plan at Los Chancas

Regulation PolicyCapex InvestmentView in transcript →

2025 Q1

how much does Tia Maria's construction are currently in this CapEx

Capex InvestmentView in transcript →

how much flexibility do you have at this moment for you to sell more copper concentrate instead of refined copper

Competitive DynamicsPricingView in transcript →