SCG Packaging IPO: Risks-Rewards Attractive at the Higher-End of the IPO Price Range
In our previous note, SCG Packaging IPO: Short-Term Catalysts Are Not Attractive, we suggested that, while we like SCGP for its longer-term...
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SCG Packaging IPO - Unexciting
SCG Packaging (SCGP TB) aims to raise around US$1.2bn in its Thailand IPO. It is a part of the Siam Cement (SCC TB) group, which aims to hold at...
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Global Equity Strategy: Overhead Resistance Looms
The broad global indexes (MSCI ACWI, ACWI ex-US, and EAFE) remain near logical resistance as investors await monetary policy decisions from the ECB...
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Notes from the Silk Road: Nine Dragons Paper Holdings (2689.HK) - Potential Volatility Risk
On the eve of the Chinese New Year holiday Nine Dragon Paper (NDP) released a profit warning regarding their H1 FY19 fiscal earnings. This warning...
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RPC Group PLC - It Ain't Over 'til It's Over
RPC Group PLC (RPC LN) ("RPC" or the “Company”) is a leading global plastic products design and engineering company based in Rushden,...
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