Top Calls
|
||
Sector Update � Timber (NEUTRAL,
maintain)
- Tropical logs demand to remain strong The demand for Sarawak�s log in 2015 should stay strong in light of the global log shortage, which should also keep ASP high. On the other hand, demand for plywood could weaken due to the sluggish housing starts. We maintain our NEUTRAL sector view. Ta Ann remains our top pick for timber sector exposure.
|
Other Calls
|
||
Economy � US Outlook � Weekly Wrap (9 � 13 March 2015)
- Will lower US retail sales delay the Fed�s rate hikes?
|
||
|
| For important disclosures, please refer to the Disclosure section at the end of the individual linked research reports. |
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.