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Inner Mongolia Baotou Steel Union (600010 CH)
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Analysis
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China
Inner Mongolian Baotou Steel Union Co., Ltd. smelts and processes ferrous metal products. The Company's products include plates, seamless metal tubes, heavy tubes, square steel, wire rods, steel pipes, steel scraps, and other related products.
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bearish
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Thematic (Sector/Industry)
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19 Feb 2015 11:01
CHINA SOE REFORM: Thoughts and implications of OIL MERGER rumours
Local press has been heavily speculating that we will get a detailed announcement of the SOE reform plan by March, where the number of central SOEs...
David Millhouse
314 Views
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bearish
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Macroeconomics
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28 Jan 2015 09:02
CHINA MACRO: My thoughts on the RMB move. Will we see a large correction??
China’s RMB has just had its largest two-day loss since 2008, and has also fallen a record discount to the central bank’s reference rate (1.89%,...
David Millhouse
269 Views
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bullish
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Thematic (Sector/Industry)
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26 Jan 2015 08:44
ACC, Holcim & Anhui Conch: A Cross-Country Benchmarking Study of Cement Sector Leaders
In preparing this insight, I have tried to compare ACC (as an Indian Cement Sector Proxy) to Holcim and Anhui Conch. I discuss Long Term trends...
Pawan Sachdeva
287 Views
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