Anhui Conch Cement's 1Q Results In Line; Lower Product Prices Weigh on Margin
Our fair value estimate is HKD 17 per share, which implies a forward fiscal-year price/earnings of about 15 times, and an enterprise value/EBITDA...
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WCC / Conch - The Optionholders, Will They Sign the LOUs?
Extension of Long-stop date for Optionholders Consent 1 March 2016 - Conch has granted a consent to West China Cement ("WCC") to extend the long...
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WCC/Conch - Positive Development; Conditions Dropped
This piece is a follow up to my initial insight highlighting the dynamic situation between West China Cement (2233 HK) and Conch (914 HK) which...
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West China Cement - Asset Injection Leading to a Mandatory Cash Offer
Conch ("914 HK") and West China Cement ("2233 HK") has jointly announced a major and connected transaction of West China Cement. Essential, there...
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