E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
781 Views
ACC, Holcim & Anhui Conch: A Cross-Country Benchmarking Study of Cement Sector Leaders
In preparing this insight, I have tried to compare ACC (as an Indian Cement Sector Proxy) to Holcim and Anhui Conch. I discuss Long Term trends...
519 Views
Kiri’s $700 Million Exit From DyStar – What Next?
Kiri Industries sells stake in DyStar Global for $697 million, marking a major win for minority shareholders and providing a financial boost for...
1.3k Views
Hollysys (HOLI US): This Is A Buy
Trading wide at a gross spread of 7.4% to the US$26.50 Offer terms. Take advantage of investor fatigue, and buy HOLI here.
618 Views
Hollysys (HOLI US): ISS/Glass Lewis Should Reverse Their Position
I've been asked whether dissenting shareholders can vote at an EGM at these US-listed China play mergers. The answer is yes, as the rights that...
1k Views