The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
404 Views
E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
781 Views
ACC, Holcim & Anhui Conch: A Cross-Country Benchmarking Study of Cement Sector Leaders
In preparing this insight, I have tried to compare ACC (as an Indian Cement Sector Proxy) to Holcim and Anhui Conch. I discuss Long Term trends...
519 Views
Hong Kong Buybacks Weekly (Mar 6th): Geely Automobile, Xiaomi, Yidu Tech
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Geely Automobile...
263 Views
Hong Kong Single Stock Options Weekly (Feb 23 – 27): Muted Index, Undercurrents Building
Muted index moves obscure widening sector splits and evolving volatility dynamics across Hong Kong single stock options.
396 Views