[New post] DBS: China Basic Material Sector

alanyeo posted: " New supply side drivers present buying opportunities• Tight supply and higher consumption to benefit sector outlook; the street is underestimating the positive benefits on aluminium and steel• Raise FY21F/FY22F net earnings on higher margin assumption; U" Respond to this post by replying above this line New post on Alpha Edge Investing DBS: China Basic Material Sector by alanyeo New supply side drivers present buying opportunities• Tight supply and higher consumption to benefit sector outlook; the street is underestimating the positive benefits on aluminium and steel• Raise FY21F/FY22F net earnings on higher margin assumption; Upgrade MaSteel-A and Conch-A to BUY and CR Cement to HOLD• We expect the sector to post 1H21 net earnings […] Read more of this post alanyeo | August 16, 2021 at 11:33 am | Categories: Equities - Research Reports by Brokers/ Banks | URL: https://wp.me/p7fA1-2Yx Comment    See all comments    Like Unsubscribe to no longer receive posts from Alpha Edge Investing. Change your email settings at Manage Subscriptions. Trouble clicking? Copy and paste this URL into your browser: http://alphaedgeinvesting.com/2021/08/16/dbs-china-basic-material-sector/ Thanks for flying with WordPress.com