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Cemex Holdings Philippines (CHP PM)
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12
Analysis
Materials
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Philippines
Cemex Holdings Philippines, Inc. is a cement producer. The Company produces and markets cement and cement products, such as ready-mix concrete and clinker. Cemex Holdings Philippines sells its products throughout the Philippines.
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bearish
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Cemex Holdings Philippines
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22 Oct 2024 10:54
CEMEX's Low-Balled MTO. For Good Reason
For arb players, there's nothing to see here. Unless CEMEX were to materially fall. For long-onlies, I have no strong opinion on the back-end.
David Blennerhassett
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244 Views
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bullish
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Arcadium Lithium
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01 Nov 2024 06:55
(Mostly) Asia M&A, Oct 2024: Arcadium, T Gaia, Elematec, NEC Network, MPHB, Sigma Health, Fuji Soft
For the month of Oct, 10 new deals were discussed on Smartkarma with an overall deal size of just ~US$9bn. The average premium for the new deals...
David Blennerhassett
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180 Views
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bullish
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Seven & I Holdings
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27 Oct 2024 07:00
Last Week in Event SPACE: Seven & I, ESR, Exedy, CMCDI, Shin Kong
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
David Blennerhassett
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382 Views
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bullish
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Fuji Soft Inc
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26 Oct 2024 15:00
(Mostly) Asia-Pac M&A: CEMEX, Fuji Soft, Shinko Electric, CPMC, MPHB Capital, Dyna Mac
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
David Blennerhassett
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420 Views
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bullish
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Eagle Cement Corp
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07 Nov 2022 15:54
Eagle Cement (EAGLE PM) MTO Open, Closing on 5 December
The net MTO price after deducting charges is PHP21.8833. At the current price and for the 14 December payment, the gross and annualised spread to...
Arun George
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177 Views
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