Pullback Underway; Further Downside Limited?; Buys in Defensives and Commodity-Related Sectors
Pullback Underway; Further Downside Limited?; Commodities Testing Resistance; Buys in Global Defensives (Staples, Utilities, Telecomm), Commodity...
437 Views
Japan Remains Leadership; Actionable Pullback in Europe; Downgrading China/Hong Kong
#Japan #Nikkei 225 and #TOPIX above base supports at 30,800 and 2120, respectively. We've discussed buying pullbacks to 1950-2000 on TOPIX, but it...
51 Views
Softening Coal Prices and Improving Demand Will Drive a Better 2017 Outlook for Coal-Fired IPPs.
Despite improving power demand, China’s coal-fired independent power producers’, or IPPs’, fourth-quarter profits are set to be hit by surging coal...
8k Views
Raising Fair Value Estimates for City Gas Operators After Extending Our Forecast Periods
After extending our explicit forecast periods to 10 years from five years, w e have raised our fair value estimate for China Gas Holdings Ltd (384...
699 Views
GDS Holdings IPO: High Market Share Mirage?
GDS Holding, a leading data center provider in China, filed in NASDAQ to raise $230m to fund its data center expansion. While little information...
1k Views