Indocement Tunggal Prakarsa (INTP IJ) - High-Quality Recovery Play on GFC Valuations
Indocement Tunggal Prakarsa (INTP IJ) recently released its 1Q2020 cement sales numbers, which reflected a slow start to the year but only a...
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PCC Concludes Merger-To-Monopoly In Holcim/San Miguel Tie-Up
Back on the 9 May last year, San Miguel (SMC PM) ​and LafargeHolcim Ltd (LHN SW) entered into a share purchase agreement whereby SMC (via...
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Half of Recommendations on TOPIX Companies Are BUY. Highest Since 2011....
Since 2013 when the % of Buy recommendation to total hit a recently low of 43%, that percentage has slowly been inching upward to the current level...
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Global Equity Pullback = Buying Opportunity
In today’s report we highlight the follow themes: As a whole, Europe continues to lag, but we like the price patterns—mostly multi-year bases....
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International Compass
Top-down and bottom-up technicals continue to articulate a bullish global outlook.  However a big rotation is underway.  The "anti-reflation" call...
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