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China Southern Airlines (1055 HK)
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433
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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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bearish
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Macroeconomics
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20 Apr 2016 23:47
Chinese Flash Numbers Fail to Build on Post-New Year Bounce
Chinese economic activity appears to be stabilizing in April. We are not witnessing a pullback from the expansion in the real economy we saw post...
Christopher Balding
225 Views
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bearish
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Thematic (Sector/Industry)
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19 Apr 2016 09:05
Container Shipping - 2015 Full of Records, Big Ships, Super Size Me and It Ain't Over Yet
Last year saw a record amount of container-ship capacity hit the water. We take a look at which operators accepted delivery and which trades they...
Drewry Maritime Financial Research
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209 Views
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bullish
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Thematic (Sector/Industry)
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15 Apr 2016 02:30
Baltic Dry: 30yrs of Stats Tells You The Bounce You Now See Is Seasonal. Again.
The Baltic Dry Index - once a quaint indicator for shipping sector wonks to figure out expected marginal profitability of shippers who ran a...
Travis Lundy
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232 Views
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bearish
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Thematic (Sector/Industry)
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04 Apr 2016 06:09
Container Shipping Industry Last Few Weeks Factoring in Doomsday
My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it...
Charles De Trenck
197 Views
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bearish
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Macroeconomics
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25 Mar 2016 22:33
Large Caps Squeezing SMEs in Early Reading of FY2015 Chinese Working Capital
Ecstrat were amongst the first to highlight the explosive growth of working capital in non-financial companies in China. We monitor over 3,000...
Mark Artherton
195 Views
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