China Steel Industry: Are Overcapacity Issues Resolved?
We remain selective in the Asian steel space, as overcapacity issues are here to stay.China's steel industry has long been affected by overcapacity...
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Global Fuel Cell Industry: Introducing the Publicly Traded Pure Plays
This is the third in a series of reports we are publishing on the global Fuel Cell industry. In this report, we introduce the publicly traded...
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S-Fuelcell Co IPO Preview (Part 2) - Valuation Analysis & Korean Fuel Cell Industry Dynamics
Given S-Fuelcell's stronger sales growth and higher operating margin and ROE compared to the comps, one could argue that the company should trade...
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Policy Easing Pushes Out Our Correction Call, But Headwinds to Return into FY19
INVESTMENT VIEW:Despite having pushed out the timing on our call for a meaningful correction in steel prices, we remain Cautious on the outlook for...
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Samsung Electronics Stock Split Event - Trade Idea Using VKOSPI Futures
Apr 30, May 2 and May 3 are the three days during which Samsung Electronics Co Ltd (005930 KS) shares will be suspended for trade due to the stock...
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