March DM Dip/Peak as EM's/Copper Perform
Europe was our long over the US but we locked in Eurostoxx 50 gains Friday but kept our bank long. We locked in Nikkei gains as well.USD – SPX...
444 Views
2016 Names Not Trades and a Tough Energy Environment (And Other Recent Visits)
I outlined my 2016 quick takeaways from visiting clients, ex-clients and friends prior to the break (2016 A year of Reckoning, 23 December 2015),...
590 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
Lee & Man (2314): Recovery Play
Paper manufacturing sector shows signs of recovery with cheap valuation, big players reducing capacity to boost prices, and contributing to...
250 Views
CPMC Holdings (906 HK): On the Cusp of Being Declared Unconditional
Based on CCASS data, ORG’s shareholding, including acceptances, is 50.10% of outstanding shares as of 7 January. Therefore, the offer has become...
910 Views