Notes from the Silk Road: Nine Dragons Paper Holdings (2689.HK)
Consumer and government forces are helpingNine Dragons Paper Holdings (2689 HK)Ā (NDP) Ā is doing what it does best - making liner board at...
328 Views
Upgrading U.S. Energy & Materials Sectors to Overweight
Both Energy and Materials have hurriedly advanced within our relative strength rankings over the past several weeks--now ranking #2 and #4,...
519 Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel Ā exporters to the US.Steel exports to US...
2.6k Views
Avoid the Steel Trap: Fundamentals Indicate Trouble Ahead
With U.S. steelmaker stocks having rallied sharply after a painful 2015, shares are now pricing in much better times ahead. Given the impact of...
398 Views
Lithium Hydroxide up 38% YTD; FMC Increases Lithium Production
Fmc Corp (FMC US)Ā announced that it will increase lithium production on the back of a long term supplier contract with a major electric...
350 Views