MEDA: Interim Report, January-June 2015
Research and Markets: Fragile X Syndrome Pipeline Review 2015 - 10 Companies & 20 Company Profiles
We are raising our fair value estimate for Cemex CX to $45 per share from $33 for three reasons. The first is Cemex's attempt to acquire Rinker RIN for $12.8 billion in cash, which we expect to be additive to our valuation. This stems largely from the additional cash flows that we think Cemex can ...
Recent sell-off provides dozens of buying opportunities.
The faltering Chinese real estate market is weighing on globally fungible commodities like iron ore, while improving developed-country construction markets aid regionally priced commodities like cement.
Cemex targets downstream assets in order to protect and expand its valuable upstream assets.
It's worthwhile to keep an eye on these Mexican firms.
The America Movil overhang is less of an issue now.
Funds with a lot riding on housing.
We look at some recent casualties and the funds that love them.