U.S. Equity Strategy: Bullish Outlook Intact; Growth Vs. Value Stalemate Continues
Market dynamics remain positive and there continues to be an absence of breakdowns across the broad indexes and Sectors. As a result we remain...
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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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U.S. Equity Strategy: All-Time Highs Are Not a Sell Signal
We have said it before and we will say it again; new highs are not a sell signal. This time we are referring to the S&P 500 which is breaking...
234 Views
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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Notes from the Silk Road: Nine Dragons Paper Holdings (2689.HK) - Packaged for Growth and Value
We have decided to reiterate our positive bias call on Nine Dragons Paper (NDP), following several key industry and company updates. From a...
798 Views