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COSCO Shipping Holdings (1919 HK)
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337
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Industrials
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China
COSCO SHIPPING Holdings Co., Ltd offers marine freight transportation services. The Company offers container shipping, dry bulk shipping, logistics services, freight forwarding, and terminal and container leasing services internationally. COSCO SHIPPING Holdings Co., Ltd operates container ships and terminals, and manufactures shipping containers.
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bullish
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China Airlines
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21 May 2018 10:06
Who's Got 'Pricing Power'? China Airlines (2610:TT) Does, Actually
One way to estimate a transportation company's pricing power is to observe pricing and market share data directly to see whether the company can...
Daniel Hellberg
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162 Views
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bearish
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AP Moeller - Maersk A/S
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21 May 2018 08:39
Everybody Hurts (Sometimes): Mighty Dane Mærsk Plunges, Container Cycle Likely Peaked in Q2-Q3 2017
Danish container shipping giant AP Moeller - Maersk A/S (MAERSKB DC)'s Q118 EBITDA fell short of consensus expectations, mainly due to stagnant...
Daniel Hellberg
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167 Views
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bearish
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Yang Ming Marine Transport
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14 May 2018 08:53
What's Wrong With Yang Ming Marine? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma (SMARTKARMA SP). Not surprisingly, a few readers...
Daniel Hellberg
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312 Views
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bullish
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Macroeconomics
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11 May 2018 05:23
China’s Ongoing Bid for Less Waste: China Bans Foreign Vessel Scrapping (Scrap Steel Data to ’69)
Considered a possible risk for some time, China finally moved to block inflows of old China-bound vessels for scrapping last week, in a continued...
Charles De Trenck
113 Views
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bearish
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Orient Overseas International
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30 Apr 2018 09:33
TRACKING TRAFFIC/Containers & Air Cargo: March Box Rates Stagnate | WC Box, Air Cargo Activity Slows
Tracking Traffic/Containers & Air Cargo is a hub for all of our research on container shipping and air cargo, featuring analysis of...
Daniel Hellberg
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163 Views
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