Guangxin Reloads A Peculiar Low-Ball Offer For Xingfa Aluminium
Xingfa Aluminium (98 HK) has announced its major shareholder, Guangxin Aluminium (a wholly-owned Guangdong SASAC vehicle), has acquired 5,000...
590 Views
China Hongqiao Placement - Not a Game Changer
China Hongqiao Group Ltd (1378 HK) is raising about US$800m from its top-up placement. Proceeds raised will be used for general corporate purposes...
216 Views
Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
4.3k Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel exporters to the US.Steel exports to US...
2.5k Views
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,...
5k Views