Screening the Silk Road: Small-Mid Cap Names To Avoid
A Trinity Screen of Fundamentals to identify Underperformance ■ Our screen looks for high valuation multiples presented by candidates, with...
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BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
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Magang Poised for a Breakout as Valuations Fall
Profits and margins continue to rise while shares remain range bound. A 2018 P/E of 5.7, 5.1% dividend yield, and 10% discount to book value...
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China Rebar Rebounds as Inventories Normalize
Long-product inventories are finally falling. Strong demand from infrastructure projects is expected this year. Recovery in prices and spreads...
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CHINA Steel Trader Visit - 3rd Visit
This is our new monthly series to look at steel demand as a proxy for the Chinese economy. We look at steel inventories and how they have changed...
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