2024 High Conviction: Buy Hollysys
That injunction was dismissed last week. An SGM will now be held late Janaury. A firm merger proposal is expected in the middle of next month. This...
748 Views
Primer: Zhejiang Longsheng Group Co., (600352 CH) - Apr 2026
Zhejiang Longsheng is the world's largest producer of textile chemicals, holding a dominant 21% global market share through its subsidiary...
129 Views
Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
4.5k 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 exporters to the US.Steel exports to US...
2.7k Views
Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
5.3k Views