Semen Indo - Holcim Indo M&A: Real Regulatory Risk Much Lower Than Perceived
Despite regulatory risk appearing high at first glance, we think that the likelihood of Semen Indonesia Persero Tbk (SMGR IJ) acquiring Holcim...
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The Week that Was in ASEAN@Smartkarma - Two Tightenings, Pure Gold, and Lippo Group Opportunities?
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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ASEAN Cement's Cast of Woes Is Brimming Over…Yet Value Is Surfacing
The cement and building materials industry in Asia, more particularly in ASEAN, has seen dramatic additions in capacity over the last decade....
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Anhui Conch Cement: A Sustainable Recovery
Anhui Conch is China's second largest cement manufacture by sales volume and ranks first among the pure-play cement companies in terms of gross...
602 Views
Average 19% YTD Gain in Key Mining Stocks
SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold...
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