Shandong Gold Mining IPO Preview: Largest Pure Play Gold Miner to Be Listed in Hong Kong
Shandong Gold Mining is looking to list in Hong Kong to pay down USD1bn of debt raised for acquisition of 50% stake in Veladero. The company is...
463 Views
Hated Names in China and It Is Difficult to Be Hated in China....
We do understand the cultural need for upward bias in Analyst Recommendations, but 191 out of 395 companies in China only have BUY recommendations....
593 Views
Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
4.3k Views
Market Is Wrong on US Tariffs for Chinese Steel
The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel exporters to the US.Steel exports to US...
2.5k Views
Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
5k Views