I don't believe in coincidences...Maybe it is a coincidence that CSGJ needs a CFO and one left CRJI which feels they have an adequate replacement...Both companies may need fairly priced capital for future growth...
But valuation is my core focus and only look at things as being growing in transition phases for both small companies...
And the market cap is a good starter on assessing potential discounts within the China cement sector...LJ
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