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Due to the massive size and growth of China’s economy, the country ranks near the top for production and consumption of many raw materials. China’s Materials sector has had to evolve to suit the needs of a rapidly changing and growing country. China’s Material...
China Resources Cement's 1H 2020 financial performance was above expectations, thanks to lower costs and higher earnings contribution from associates and joint ventures. The company's strong balance sheet and high dividend yield are still its key investment merits. China Resources...
Elevator Pitch I assign a "Bullish" rating on Hong Kong-listed Mainland China cement producer China Resources Cement Holdings Limited ( OTCPK:CARCY ) ( OTC:CJRCF ) [1313:HK]. The negative impact of the coronavirus outbreak on the Chinese cement sector has moderated by April 2020, with C...
Introduction This is the third edition of the Asian Idea Generator Weekly that profiles Asian investment opportunities via the following idea generation sources: 1) piggybacking the trades of institutional investors and insiders; 2) quantitative screens; and 3) proxies for secular investme...
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