Angang Steel: From Bad to Worse...
INVESTMENT VIEW: We highlighted in our April upgrade note that Chinese steel fundamentals were at cycle trough and have the potential to quickly...
426 Views
Playing The Re-Rate On Maanshan's MGO
After Maanshan Iron & Steel H (323 HK) announced in May of this year that Anhui SASAC intended to transfer 51% of the equity interest held by...
579 Views
🇨🇳🇭🇰 That Was The Week That Was • China/Hong Kong 22nd-27th July 2019 @Smartkarma
TW3 CHINA/HONG KONG 22-27 JUNEThis TW3 covers China and Hong Kong and is a companion to the North Asian TW3 published earlier today. The weight of...
567 Views
Maanshan & Baosteel Forged
In September 2016, China's State Council passed down a directive for the top ten enterprises in the iron and steel industry to achieve a total...
535 Views
Angang Shares Discount Cycle-Trough: Buy
INVESTMENT VIEW: Angang Steel Co Ltd (H) (347 HK) shares look to be pricing in a more bearish profit scenario than we currently forecast. Despite...
383 Views