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Cemex SAB de CV (CEMEXCPO MM)
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29
Analysis
Materials
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Mexico
Cemex SAB de CV is a building products company. The Company produces, distributes, and markets cement, ready-mix concrete, aggregates, and related building materials. Cemex operates throughout the Americas, Europe, Africa, the Middle East, and Asia.
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bullish
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Southern Copper
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20 Mar 2024 03:09
Upgrading Materials to Market Weight; Rotation into Commodity Sectors; SPX/NDX Holding Above Support
Upgrading Materials $XLB to Market Weight; Rotation into Commodity Sectors $XLE. $SPX and $QQQ holding above gap supports at 4983-5050 and $425...
Vermilion Research
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255 Views
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bullish
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CSR Ltd
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26 Feb 2024 21:34
CSR (CSR AU): Saint-Gobain’s Binding Proposal at A$9.00
The offer is attractive and represents a 15-year high. At the last close and for a mid-June payment, the gross/annualised spread is 7.4%/28.8%.
Arun George
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801 Views
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bullish
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CSR Ltd
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21 Feb 2024 21:26
CSR (CSR AU): Saint-Gobain’s Non-Binding Proposal at A$9.00
Shareholders should be supportive as the offer represents a 15-year high. The timing of a binding agreement is the key risk.
Arun George
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302 Views
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bullish
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Boral Ltd
•
19 Feb 2024 22:51
Boral (BLD AU): Seven Group (SVW AU)’s Carrot and Stick Offer
While the low offer premium could deter acceptances, SVW aims to spur acceptances by warning it will delist BLD and not pay dividends for the...
Arun George
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306 Views
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bullish
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Oil & Natural Gas Corp
•
08 Aug 2023 00:48
MSCI Emerging Market Index Testing 1+ Year Resistance; Favor EM over EAFE; Top EM Buys Highlighted
MSCI EM Index $EEM Testing 1+ Year Resistance; Favor EM over EAFE $EFA. Top EM Country Overweights: Taiwan, India, Greece; Attractive EM Sectors:...
Vermilion Research
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352 Views
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