Cement - Opportunities in India, Less so in Indonesia from the China Covid-19 Playbook
Construction (and consequently cement demand) will be relatively more resilient during a covid-19 lockdown and could outperform the market in the...
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StubWorld: China Conch At 2-Year Low Vs Anhui Conch
This week in StubWorld ... China Conch Venture Holdings (586 HK) has underperformed 17.8%-held Anhui Conch Cement Co Ltd A (600585 CH), with...
539 Views
Major Indexes Testing Resistance
Positive news flow surrounding COVID-19 is encouraging on many fronts. Still, despite encouraging news and the relief rally in global equities,...
437 Views
Semen Indonesia Persero Tbk (SMGR IJ) - Fortress Mentality
Semen Indonesia Persero Tbk (SMGR IJ) released a decent set of number for 2019, with a strong finish to the year. It also realised significant...
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EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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