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Charles Spencer
Over 25-yrs in Global Materials & Soft Commodities
Location:
Singapore
Joined:
05 January 2018
44
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Recent
bearish
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China National Building Material
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08 Jan 2020 19:58
Time to Get Defensive on Chinese Cement: Short CNBM/Long Anhui Conch
Chinese cement prices look vulnerable to a 1H20 correction of ~10% after jumping ~20% in 2H19 on supply constraints & temporary demand...
Charles Spencer
446 Views
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bullish
•
Golden Agri Resources
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24 Nov 2019 11:57
Golden Agri: Pricing Up / Stock Down: Trading Buy
INVESTMENT CONCLUSION: An improved outlook for CPO pricing should support the shares into the S$0.30s. Pricing expectations have improved as a...
Charles Spencer
452 Views
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bullish
•
Vale Indonesia Tbk
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27 Oct 2019 13:17
PT Vale Indonesia: Consensus Looks Too Conservative - Trading Buy
INVESTMENT CONCLUSION: We recommend Buying Vale Indonesia Tbk (INCO IJ) shares with a price target of Rp.4,500/sh. INCO is a beneficiary of...
Charles Spencer
345 Views
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bullish
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Angang Steel Co Ltd (H)
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30 Sep 2019 08:37
Angang Steel: From Bad to Worse...
INVESTMENT VIEW: We highlighted in our April upgrade note that Chinese steel fundamentals were at cycle trough and have the potential to quickly...
Charles Spencer
437 Views
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bearish
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Golden Agri Resources
•
15 Sep 2019 18:42
Golden Agri & Wilmar – Avoid till the Smoke Clears
INVESTMENT CONCLUSION: We recommend avoiding shares linked to the Indonesian plantation sector, like Golden Agri Resources (GGR SP) and Wilmar...
Charles Spencer
475 Views
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