SK Lubricants IPO (Part 3) - Earnings Forecast & Valuation Analysis
The key investment thesis of SK Lubricants is the fact that it has the largest market share globally in the Group III base oil products. The...
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USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
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Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
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