INDO Snippets: Lippo Group Saga, Cement Industry Consolidation
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
629 Views
Quiddity Weekly H/​​​A: Share Spreads & Southbound Flows [Week to 19 Oct 2018]
This insight is an H/A Spread Monitor Project offering a brief look at recent changes in H-Share/A-Share spreads, Southbound flow and impact, and...
540 Views
Jury Still Out on Chinese Steel and Cement Cuts
Bearish sentiment has returned to the Hong Kong steel and cement sector following news of a possible relaxation in Chinese environmental policy. So...
479 Views
Anhui Conch, Magang Sink on “Fake News”
A "misreading" of a Chinese environmental policy document may have been behind yesterday's sell-off in Hong Kong-listed steel and cement stocks....
344 Views
Bad News Is Good News for Anhui Conch
Beijing’s environmental crackdown has pushed Chinese cement prices up sharply. Anhui Conch Cement is expecting 80-100% 1H profit...
374 Views