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...
583 Views
Last Week in Event SPACE – Sinoma, Toshiba, Mandarin Oriental, Lattice
This week, China National Building Material Co Ltd (3323 HK) and China National Materials Company Limited (1893 HK) finally reach a concrete...
254 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...
4.3k 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...
2.5k 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,...
5k Views