Avoid the Steel Trap: Fundamentals Indicate Trouble Ahead
With U.S. steelmaker stocks having rallied sharply after a painful 2015, shares are now pricing in much better times ahead. Given the impact of...
304 Views
Lithium Hydroxide up 38% YTD; FMC Increases Lithium Production
Fmc Corp (FMC US) announced that it will increase lithium production on the back of a long term supplier contract with a major electric...
224 Views
Cemex Philippines IPO: Sound Industry Fundamentals, But Limited Upside
Cemex Holdings Philippines recently launched its institutional book building for its US$500m IPO. I had written on the deal earlier, Cemex...
431 Views
Cemex Philippines IPO Early Thoughts: Supply Glut, Notes on CG
Cemex SAB De CV (ADR) 's Philippines subsidiary Cemex Holdings Philippines is planning to raise up to US$860m by June.In this insight, I look to...
259 Views
Be Prepared for a Stronger Dollar in 2nd Half
This is a quick update from my start-of-the year call for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2....
185 Views