reports
CHINA RESOURCES CEMENT HOLDINGS sees an upgrade to Slightly Positive d...
The general evaluation of CHINA RESOURCES CEMENT HOLDINGS (HK), a company active in the Building Materials & Fixtures industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date January ...
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
EM Remains In Favor; Shanghai Comp Breaking Out A weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving price and RS trends for these risk-on areas of the market are among the many characteristics consistent with historical bull markets. Therefore, we continue to label this a bull market and we believe global equities are still in the early innings of a broad-based advance. • EM Equities. Price action has remained weak for the US...
SCCO SOUTHERN COPPER CORPORATION
STERV STORA ENSO OYJ CLASS R
FMG FORTESCUE METALS GROUP LTD
FUR FUGRO NV CERT OF SHS
KCO KLOECKNER & CO SE
120110 KOLON INDUSTRIES
MEG. MEG ENERGY CORP.
ARX. ARC RESOURCES LTD.
ELM ELEMENTIS PLC
VCT VICTREX PLC
FR. FIRST MAJESTIC SILVER CORP.
8030 CHUO GYORUI
5714 DOWA HOLDINGS CO. LTD.
4182 MITSUBISHI GAS CHEMICAL COMPANY INC.
NVA NUVISTA ENERGY LTD.
8097 SAN-AI OIL CO. LTD.
PAAS PAN AMERICAN SILVER CORP.
YRI YAMANA GOLD INC.
KCHOL KOC HOLDING A.S.
C44 CHINA RESOURCES CEMENT HOLDINGS LIMITED
LKOH OIL COMPANY LUKOIL PJSC
603799 ZHEJIANG HUAYOU COBALT CO. LTD. CLASS A
600583 OFFSHORE OIL ENGINEERING CO. LTD. CLASS A
JINDALSTEL JINDAL STEEL & POWER LTD.
4099 SHIKOKU CHEMICALS CORP.
3101 TOYOBO CO. LTD.
4208 UBE INDUSTRIES LTD.
BHARATFORG BHARAT FORGE LTD
03323 CHINA NATIONAL BUILDING MATERIAL CO. LTD. CLASS H
1605 INPEX CORPORATION
002318 ZHEJIANG JIULI HI-TECH METALS (A)
5021 COSMO ENERGY HOLDINGS CO. LTD.
LUCK LUCKY CEMENT LTD.
0914 ANHUI CONCH CEMENT COMPANY LIMITED CLASS H
VALE. COMPANHIA VALE DO RIO DOCE CEDEAR
GOAU3 METALURGICA GERDAU S/A ORD
SSRM SSR MINING INC
CGG CGG
300618 NANJING HANRUI COBALT (A)
- Duncan Chan
CSCI-Cement-China Resources Cement (1313 HK)：Good margins for 2Q18, ...
Good margins for 2Q18, but likely priced in We expect China Resources Cement (CRC) to achieve stronger unit gross dollar margin in 2Q18, on higher prices and strong sales volume. Meanwhile, we see risks of slowing sales amid the raining season in the coming months. From a longer-term perspective, we believe CRC will continue to benefit from the deepening supply-side reform and Greater Bay developments. After the recent strong run in share price, CRC is trading at 10.7x FY18E PER, at the hig...
- Duncan Chan
CSCI-Cement-China Resources Cement (1313 HK)：GPM reached a record hi...
GPM reached a record high in 1Q18 China Resources Cement (CRC) reported a solid set of 1Q18 results, driven by higher selling prices and margin expansion, ahead of market expectation. Looking forward, we expect CRC to maintain strong growth in FY18E, to be driven by (1) likely sustainable cement prices, (2) regional development policies leading to more favourable dynamics of the local markets in Southeast China and Hainan, and (3) continuous production efficiency improvement. We have revis...
- Duncan Chan
CSCI-Cement-China Resources Cement (1313 HK)：Another year of strong ...
Another year of strong growth ahead China Resources Cement (CRC) reported a solid set of 2017 results, driven by higher selling prices and margin expansion, ahead of our expectation. Looking forward, we expect CRC to maintain strong growth in FY18E, to be driven by 1) its current cement business exposure and dominant position in the Southeast China region, and 2) its ability to leverage on its strong balance sheet for future M&A expansion when opportunities arise. We have revised up our rev...
- Duncan Chan
CSCI-Cement-China Resources Cement (1313 HK)：Solid margin expansion ...
Solid margin expansion on track China Resources Cement’s net profit for Jan-Sep17 surged 215.9% YoY on the back of strong margin expansion, which had been alerted by the company and is in line with our expectation. We remain optimistic on CR Cement’s mid-term growth outlook, given the strong demand in its operating regions where supply is declining as well as potential acquisition opportunities. Trading at FY17E 11.6x PER and 9.8x FY18E, CR Cement’s valuation is undemanding in our view, rei...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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