Date Contributed by Subject
24 Aug 2017 ZHONGTAI International Record high earnings, net cash position and 1st interim dividend since 2008, reiterate “Buy”
24 Aug 2017 First Shanghai 三季度繼續保持高利潤,價值仍被低估
31 Jul 2017 ZHONGTAI International NP record breaking; higher dividend from stronger B/L sheet, re-rating ahead
03 Jul 2017 First Shanghai 成本效益極佳的鋼鐵企業,價值被嚴重低估
11 May 2011 OSK Robust Sentiments
01 Mar 2011 OSK An Opportunity to Accumulate
02 Dec 2010 OSK China's Steel Sector - Bright Spots in the New Landscape
20 Oct 2010 Citi Takeaways from Greater China Conference, Oct. 18-22: Analyzed Non-Rated Snapshot
20 Sep 2010 BOCOM International Restrictive measures pose little impact; Valuations remain attractive
11 Aug 2010 BOCOM International Earnings beating expectation; showing strong valuations
10 Aug 2010 Oriental Patron Undervalued leader
24 Mar 2010 Core Pacific - Yamaichi Better-than-expected earnings on strong sales
16 Mar 2010 OSK Acquisition to hedge against rising cost
28 Mar 2008 DAIWA FY07 results miss forecasts, but prospects promising
14 Dec 2007 Merrill Lynch Better risk/reward profile
13 Dec 2007 JP Morgan Raise PT on acquisitions
11 Dec 2007 Merrill Lynch ArcelorMittal eyes controlling stake
29 Nov 2007 DAIWA Improved fundamentals and promising prospects thanks to ArcelorMittal
07 Nov 2007 Merrill Lynch Upgrade to Buy; New strategic investor –- Arcelor Mittal
06 Sep 2007 Merrill Lynch New H beam capacity drives EPS growth
06 Sep 2007 JP Morgan 1H results better than expected; maintain OW
06 Sep 2007 DAIWA 1H07 results review – benefited from a surge in the production of H-section steel
02 Aug 2007 Merrill Lynch Downgrade to Neutral
09 Apr 2007 JP Morgan FY06 result in line; we maintain OW
04 Apr 2007 Merrill Lynch EPS bit light; Growth program on track, reiterate Buy
16 Feb 2007 Merrill Lynch Shares undervalued plus organic growth
13 Feb 2007 JP Morgan We raise our earnings estimates and price target
26 Jan 2007 DAIWA Initiation of coverage: valuation to rise on rapid earnings growth
17 Jan 2007 JP Morgan Attractive valuations
02 Nov 2006 JP Morgan Earnings to turn around
29 Jun 2006 DAIWA Capacity expansion to boost earnings prospects
10 Apr 2006 JP Morgan Upgrading to Neutral on improving outlook of steel prices
03 Apr 2006 Merrill Lynch Product mix shift offset the low steel price
24 May 2004 JP Morgan Risks should be largely priced in at current levels