Stay Bullish Commodities; Despite Feb Pause
Our Recommendation – Stay Overweight Commodities: We forecast the bullish trends in Commodity pricing, which has been underway since 1Q16, to...
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China’s Response to Trump - US Soybean Tariff?
Bejing to Avoid Soybean Food Fight: Our view is that Beijing will try to avoid counter-tariffs on US soybean imports, as was rumored in an...
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United Engineers – Deeper Implications from the Failed Offer for WBL
Things are getting interesting at United Engineers Ltd (UEM SP) (“UEL”).An Extraordinary General Meeting (“EGM”) was held yesterday afternoon as...
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StubWorld - Set-Up & Unwind Extremes:Â Sembcorp, Aeon, First Pacific
This week: Sembcorp Marine Ltd (SMM SP) enjoys an early week flurry, but likely pivots off conference exhaust; Aeon Co Ltd (8267 JP)'s mall...
330 Views
United Engineers: Life After Takeover Offer (Part 2)
The General Offer by Yanlord Perennial for UEL's shares ended without much success. What is next for UEL? We tried to put ourselves in the position...
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