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Cosco Shipping Development (2866 HK)
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148
Analysis
Industrials
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China
Cosco Shipping Development Co., Ltd is a container shipping company based in China. The Company owns, charters, and operates container vessels for the provision of international and domestic container marine transportation services.
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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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223 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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237 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
201 Views
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bullish
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Thematic (Sector/Industry)
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23 Mar 2016 11:30
Consolidation in the Liner Industry
Consolidation in the Liner Industry Container shipping companies confront the enormous challenges facing the industry today. One of the options...
Drewry Maritime Financial Research
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238 Views
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bearish
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Thematic (Sector/Industry)
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16 Mar 2016 10:07
Valemaxes May Have Delivered the Knock-Out Punch to the Capesize Market
It was a pleasure reading https://www.smartkarma.com/insights/china-s-ship-subsidies-from-hell by Charles De Trenck this morning. Great insight...
Drewry Maritime Financial Research
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206 Views
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