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Beijing Oriental Yuhong A (002271 CH)
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China
Beijing Oriental Yuhong Waterproof Technology Company Ltd. manufactures asphalt waterproof membranes. The products are used for roofing, roads and bridge decks, and railroad bridges and culverts.
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bearish
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Thematic (Sector/Industry)
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15 Nov 2016 14:41
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,...
Scott Laprise/ 乐天虎
5k Views
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bearish
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Thematic (Sector/Industry)
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08 Aug 2016 20:18
China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
Sam Ferraro
210 Views
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bearish
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Macroeconomics
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07 Jul 2016 13:02
Silver Is the Latest Chinese Little Short
As we have noted numerous time before, the result of so much money and credit creation is that there is a lot more capital chasing fewer and fewer...
Christopher Balding
246 Views
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bearish
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Thematic (Sector/Industry)
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19 Apr 2016 11:44
Dawn of the Scrap Age: Iron Ore and Met Coal Will Suffer as China's Scrap Supply Rises.
The recent rally in bulk commodity miners will end in tears. Iron ore has risen to $60 per tonne from a bottom of $37 in December, with leveraged...
Morningstar, Inc.
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250 Views
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bullish
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Macroeconomics
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19 Apr 2016 01:03
China - Late 2012-Early 2013 Repeat
Every time the Chinese authorities try to wean the economy off monetary stimulus they are forced back into an ever diminishing cycle. 2015 is no...
Mark Artherton
305 Views
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