Global Equity Strategy: Another Test of Support
Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no...
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StubWorld: Sembcorp's Lifeline To Marine Blurs Parent Ops
This week in StubWorld ... A five-year subordinated loan of S$2bn from Sembcorp Industries (SCI SP) will strengthen Sembcorp Marine (SMM SP), but...
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U.S.Dollar Weakness A Tailwind For International Markets
Markets are showing signs of weakening at logical resistance as we anticipated in last weekâs Intâl Compass - we recommend being selective in new...
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SMC Pursues A Ready-Mixed Fortune With Holcim
First rumoured back in late January - although arguably the sale was in the cross-hairs after LafargeHolcim Ltd (LHN SW) divested Holcim Indonesia...
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Smartkarma Originals
Notes from the Silk Road: Vitasoy Int'l Holdings (0345.HK) - How Long Can the High Last? (Full Note)
How long can the high last?On the 1st January 2019, the South China Post[1]published a story on Vitasoy International Holdings (Vitasoy 0345.HK)...
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