Asia Cement (743 HK): Parent's Ready-Mixed Offer?
Asia Cement (if the Offeror) may lob a cheeky Offer around HK$4/share. But this really needs HK$6+ handle to factor in the cash hoard. OR ...Asia...
511 Views
Anhui Conch Cement (914 HK): Increasingly Favourable Odds
Anhui Conch Cement has rallied 14% in last week on the back of the government’s rescue of the property market through buying of unsold homes by...
750 Views
Anhui Conch Cement (914 HK): Well Geared Towards the Long-Term Drivers
Anhui Conch Cement will benefit from sequential improvement in demand and pricing, partly driven by local governments' special purpose bond issue....
353 Views
ACC (1102 TT): Good Momentum in Taiwan’s No. 2 Cement Producer
Good price momentum, relatively strong analyst recommendation, and capable of funding growth internally relative to its sector With main plants...
363 Views
West China Cement - Where Do We Go from Here?
Now that the deal of West China Cement Ltd (2233 HK) (WCC) with Anhui Conch Cement Co Ltd H (914 HK) (Conch) is off, is WCC standalone a good...
880 Views