Accessible version Australian Metals & Mining Weekly Postcards from Asia. NST downgrade. Results commence. Price Objective Change Postcards from Asia. When to get more +ive on miners? We're back from investor meetings in Singapore and Hong Kong. Top-down views topical. Some macro bears positive big miners as an AI proxy. Next round of consensus commodity price upgrades (spot vs base) not obvious here. Higher costs have been a theme into FY27 guidance. Our highlighted Buys are copper-exposed miners: SFR, EVN ...