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CK Hutchison Holdings (1 HK)
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226
Analysis
Industrials
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Hong Kong
CK Hutchison Holdings Limited holds all of the non-property businesses of the Cheung Kong Group and the Hutchison Group, including ports and related services, telecommunications, retail, infrastructure, energy, and movable assets leasing operations.
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 09:40
ANIMAL SPIRITS REPORT: Country and Sector Earnings Revision Summary (Dec 2016)
Country and Sector Earnings Revision Summary J-curve effects apparent in Europe, Australia, and Japan Emerging market earnings revision...
Paul M. Kitney, PhD
175 Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 09:20
ANIMAL SPIRITS REPORT: APAC Valuation Snapshot (Dec 2016)
Japanese valuations are compelling Emerging markets have re-rated Korea discount intact MSCI China significantly lower valuation than MSCI China...
Paul M. Kitney, PhD
168 Views
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bullish
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Thematic (Sector/Industry)
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07 Dec 2016 08:49
ANIMAL SPIRITS REPORT: APAC Equity Strategy Quarterly Review - Markets, Macro, Themes, and Stocks
Quarterly Review - Macro, Country, Sector, Thematic and Equity Ideas Anticipated the reflationary regime shift, the Fed "hot" policy and the BOJ...
Paul M. Kitney, PhD
218 Views
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bearish
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Thematic (Sector/Industry)
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06 Dec 2016 10:37
Global Port Operators - 3Q16 Profitability Trends Lower on Slackening Growth
Results of listed terminal operators reveal a weakness in organic earnings as gearing increases. Stricter cost rationalisation and financial risk...
Drewry Maritime Financial Research
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154 Views
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bullish
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Thematic (Sector/Industry)
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04 Dec 2016 20:56
The Trump Presidency: A Look from the Inside Out on Possible Impacts in Asian Economies
The author was a senior executive in Trump’s casino organization for 3 years: a view from the inside Trump’s public statements and private...
Howard J Klein
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214 Views
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