23-03-2013, 09:27 AM
Thanks Shanrui for posting this. Good to read something negative once in a while to counter-act the bullishness from analysts!
CAS is in a JV with SIAEC, though, and now they plan on competing with SIAEC? Haha sounds a bit strange. Anyway, I feel the pie may grow large enough for all players to benefit. Such "competition" may not necessarily erode market share for SIAEC; it would depend on the dynamics of the market.
CAS is in a JV with SIAEC, though, and now they plan on competing with SIAEC? Haha sounds a bit strange. Anyway, I feel the pie may grow large enough for all players to benefit. Such "competition" may not necessarily erode market share for SIAEC; it would depend on the dynamics of the market.
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