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China Southern Airlines (1055 HK)
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Industrials
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China
China Southern Airlines Company Limited provides commercial airline services throughout China, Southeast Asia and other parts of the world. The Company also provides other airline related services including aircraft maintenance and air catering.
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bullish
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Thematic (Sector/Industry)
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16 Jun 2016 09:06
Dry Bulk Shipping - Turning Neutral as Normalisation Takes Hold
I would direct readers to our thematic pieces earlier this year, (https://www.smartkarma.com/insights/shipping-has-to-become-boring-again) and...
Drewry Maritime Financial Research
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202 Views
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bearish
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Thematic (Sector/Industry)
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15 Jun 2016 09:45
Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
Drewry Maritime Financial Research
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182 Views
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bearish
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Thematic (Sector/Industry)
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14 Jun 2016 08:06
Port Operators - Valuations Downshift on Structural Changes
Since the GFC, the global port operators have been under-performing the MSCI world index. The divergence has increased in the last 18 months and is...
Drewry Maritime Financial Research
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315 Views
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bearish
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Thematic (Sector/Industry)
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13 Jun 2016 14:15
China Listed Firms Q1 Summary
Heavy capital investment in previous years and government support helped the Chinese economy in previous years to grow, while this year seems to be...
Christopher Balding
162 Views
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bearish
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Thematic (Sector/Industry)
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13 Jun 2016 07:59
Tanker Shipping Cycle - Counter Cyclical Investment Strategy to Run Its Course, Downgrade to Neutral
Counter cyclical investment strategy to run its course, Downgrade to Neutral on multiple headwinds • Demand for tankers to grow, albeit at a slower...
Drewry Maritime Financial Research
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327 Views
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