Special report on cement I wrote about Philippine cement company Holcim Philippines (HLCM PM — US$676 million) Value Punks on Indian bank HDFC (HLCM PM — US$676 million) (Largest new programs as % of market cap; min market cap: US$50m) Zeon (4.3%) (4205 JP — US$2.7 billion
Monday morning links
Monday morning links
Monday morning links
Special report on cement I wrote about Philippine cement company Holcim Philippines (HLCM PM — US$676 million) Value Punks on Indian bank HDFC (HLCM PM — US$676 million) (Largest new programs as % of market cap; min market cap: US$50m) Zeon (4.3%) (4205 JP — US$2.7 billion