Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
287 Views
After Steady Decline from April to August, India's Coal Imports Increase 10% YoY in September
India coal imports increase 10% YoY in SeptemberCoal imports in India increased 9.5% yoy to 18.33 million tonnes in September, after yoy decline...
143 Views
Coal India Ltd: Despite Strong Operating Performance in August/September, Structural Concerns Remain
As we had expected (Please refer Short Term “Buy Trade” Opportunity in Coal India Ltd), Coal India Ltd (COAL IN) has reported solid operating...
136 Views
Coal India's Capex Plans and Why PSUs Struggle with Optimal Resource Allocation Decisions?
In India, the Government owned companies (PSUs) usually take sub-optimal capital allocation decisions. There are several instances when capital...
159 Views
India's Thermal Coal Imports Continue to Fall: The Implications of 20% YoY Decline
FY18 Coal imports by Indian power utilities have fallen 20% yoyIndian power utilities have imported around 23.2 million tonnes (MT) of thermal coal...
152 Views