Last Week in Event SPACE: Li & Fung, Hitachi Hi-Chem, Allied Prop, Sing Air, Renesas/Tokyo Electron
Last Week in Event SPACE ... With Li & Fung Ltd (494 HK) operations appearing more structurally, and permanently, impaired, as opposed to...
348 Views
Cement - Opportunities in India, Less so in Indonesia from the China Covid-19 Playbook
Construction (and consequently cement demand) will be relatively more resilient during a covid-19 lockdown and could outperform the market in the...
402 Views
StubWorld: China Conch At 2-Year Low Vs Anhui Conch
This week in StubWorld ... China Conch Venture Holdings (586 HK) has underperformed 17.8%-held Anhui Conch Cement Co Ltd A (600585 CH), with...
457 Views
Major Indexes Testing Resistance
Positive news flow surrounding COVID-19 is encouraging on many fronts. Still, despite encouraging news and the relief rally in global equities,...
322 Views
Semen Indonesia Persero Tbk (SMGR IJ) - Fortress Mentality
Semen Indonesia Persero Tbk (SMGR IJ) released a decent set of number for 2019, with a strong finish to the year. It also realised significant...
362 Views