ENTITY
Cosco Shipping Development

Cosco Shipping Development (2866 HK)

148
Analysis
IndustrialsChina
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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10 Aug 2015 10:48

COSCO-CSCL Merger: Can You Make a National Champion out of Failures?

COSCO and China Shipping shares are currently suspended awaiting further announcements of planned reorganizations. These reorgs have been a long...

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08 Jul 2015 11:50

A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies

Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...

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04 Mar 2015 10:03

CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications

There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...

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bullishMacroeconomics
02 Mar 2015 09:52

CHINA ECONOMY: Thoughts and implications post the rate cut

The PBOC announced on Saturday that it will cut the benchmark deposit and loan interest rates by 0.25 basis point starting March 1. We have been...

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23 Feb 2015 04:11

Implications and Fallout from Absolute Corruption of the Political Elite

I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...

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