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...
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🇨🇳🇭🇰 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...
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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...
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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...
388 Views
Angang Steel: PMI Recovery to Support Shares: Close Short
INVESTMENT VIEW:The recovery in China’s March PMI index to 50.8 shows an unexpected expansion in economic activity. Historically, there is a...
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