Shougang Fushan (639 HK): All Fired Up
Coking coal miner and producer Shougang Fushan Resources (639 HK) (SFR) is currently suspended pursuant to the Rules Governing the Listing of...
555 Views
Global Ex-U.S. Equity Strategy: Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
597 Views
A Case for Privatising Aveo
Mulpha International (MIT MK) is trading at 0.21x P/B. It's 22.7% stake in Aveo Group (AOG AU) (itself trading at 0.6x P/B, a three and half year...
447 Views
MGX: "Cash Is King" – Not Always
Mr Market is pricing Mount Gibson Iron Ltd (MGX AU) for less than its net cash and liquid assets on its balance sheet, which implies that an...
205 Views
False Dawn: The Bulk Commodity Mining Rally Will Prove Short-Lived
Bulk commodity miners are overvalued. Shares of iron ore and met coal miners have rallied to levels notseen since 2014, when Chinese steel demand...
274 Views