KKR's "Low-Ball" Offer for LCY Chemical Likely to Succeed
On Sunday, KKR and LCY Chemical Corp (1704 TT) jointly announced the signing of a US$1.56bn share exchange agreement for a consortium led by KKR to...
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Perfect Storm: Skyrocketing PET Spreads...What’s Happening and Who Benefits?
Polyethylene terephthalate (PET: bottle grade) spreads have skyrocketed since April, setting five consecutive weekly highs.We see three reasons for...
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Look to Commodity Sectors for Leadership
While Tech continues to plot higher, still mocking reversion-to-the-mean forces, sector leadership is broadening into value segments. Two...
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Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
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Who in Asia Consistently Outperforms Going into the Year End.....
It is always fun to see which names outperform or underperform running up to the year end. We looked for names that have consistently done well in...
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