Australia's Miners Poised For Further Gains -- Market Talk

Dow Jones

2025/11/03

0135 GMT - ASX-listed miners could be headed for more gains, fueled by lower interest rates and a weaker U.S. dollar, says Morgan Stanley analyst Rahul Anand. Iron-ore prices are also holding above consensus estimates, a tailwind for the stocks, Anand says in a note. MS prefers BHP over Rio Tinto, he says. Mineral Resources is the bank's top iron ore pick, he adds. For base metals exposure, MS likes South32, while for metallurgical coal, Anand highlights Whitehaven. The S&P/ASX 200 materials index is down 0.5% at 19,532.2, but is 21% higher year to date. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

November 02, 2025 20:35 ET (01:35 GMT)

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Iron-ore prices are also holding above consensus estimates, a tailwind for the stocks, Anand says in a note. MS prefers BHP over <a href=\"https://laohu8.com/S/RTNTF\">Rio Tinto</a>, he says. Mineral Resources is the bank's top iron ore pick, he adds. For base metals exposure, MS likes South32, while for metallurgical coal, Anand highlights Whitehaven. The S&amp;P/ASX 200 materials index is down 0.5% at 19,532.2, but is 21% higher year to date. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 02, 2025 20:35 ET (01:35 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Australia's Miners Poised For Further Gains -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAustralia's Miners Poised For Further Gains -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-03 09:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0135 GMT - ASX-listed miners could be headed for more gains, fueled by lower interest rates and a weaker U.S. dollar, says <a href=\"https://laohu8.com/S/MTK\">Morgan Stanley</a> analyst Rahul Anand. Iron-ore prices are also holding above consensus estimates, a tailwind for the stocks, Anand says in a note. MS prefers BHP over <a href=\"https://laohu8.com/S/RTNTF\">Rio Tinto</a>, he says. Mineral Resources is the bank's top iron ore pick, he adds. For base metals exposure, MS likes South32, while for metallurgical coal, Anand highlights Whitehaven. The S&amp;P/ASX 200 materials index is down 0.5% at 19,532.2, but is 21% higher year to date. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 02, 2025 20:35 ET (01:35 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MIN.AU","symbol_name":"MINERAL RESOURCES LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2580255591","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2580255591","pubTimestamp":1762133700,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0135 GMT - ASX-listed miners could be headed for more gains, fueled by lower interest rates and a weaker U.S. dollar, says Morgan Stanley analyst Rahul Anand. Iron-ore prices are also holding above consensus estimates, a tailwind for the stocks, Anand says in a note. MS prefers BHP over Rio Tinto, he says. Mineral Resources is the bank's top iron ore pick, he adds. For base metals exposure, MS likes South32, while for metallurgical coal, Anand highlights Whitehaven. The S&P/ASX 200 materials index is down 0.5% at 19,532.2, but is 21% higher year to date. 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Iron-ore prices are also holding above consensus estimates, a tailwind for the stocks, Anand says in a note. MS prefers BHP over Rio Tinto, he says. Mineral Resources is the bank's top iron ore pick, he adds. For base metals exposure, MS likes South32, while for metallurgical coal, Anand highlights Whitehaven. The S&P/ASX 200 materials index is down 0.5% at 19,532.2, but is 21% higher year to date. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 02, 2025 20:35 ET (01:35 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}