Transport Sector, China and Asia-focused Research

Charles De Trenck

Thematic (Sector/Industry)

<p>The "new" Economic Silk Belt initiative is not new, and includes more dimensions than initially believed to have. It is a positive for China and global infrastructure plays. But other issues include continued massive movement outward of people via construction workforces as well as potential and eventual growth of military influence.</p>

The "new" Economic Silk Belt initiative is not new, and includes more dimensions than initially believed to have. It is a positive for China and global infrastructure plays. But other issues include continued massive movement outward of people via construction workforces as well as potential and eventual growth of military influence.

China's New International Political Economy

Founder

Kemp Dolliver, CFA

Cherrystone Hill Research

<p>This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal for O2 in the works, a Watson's listing or sale could be a source of permanent funding for this transaction. As an entity with its own currency, Watson's could accelerate its expansion program. The same is true if a retailer with global ambitions buys control.</p>

This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal for O2 in the works, a Watson's listing or sale could be a source of permanent funding for this transaction. As an entity with its own currency, Watson's could accelerate its expansion program. The same is true if a retailer with global ambitions buys control.

Hutchison Whampoa Restructuring: Next Move for Watson's? Part Two

Hong Kong

Dafeng Port Heshun Technology Co Ltd provides integrated logistics for freight services. The Company focuses on land and ocean freight services, air freight forwarding services, and operation equipment rental services. Gamme Logistics offers its services primarily between Hong Kong and the Pearl River Delta region.

Jinhui Holdings Company Limited, through its subsidiaries, operates ship chartering and ship leasing businesses. The Company also provides trading services and invests in properties.

Courage Investment Group Limited provides marine transportation services with its fully-owned and operated dry bulk carriers. The Company's fleet is deployed primarily in waters around the Greater China region, as well as Japan, Vietnam, Bangladesh, and elsewhere in Asia.

Great Harvest Maeta Holdings Limited rents and leases out vessels.  The Company provides marine transportation services for the transportation of dry bulk cargoes.

Kwoon Chung Bus Holdings Limited, through its subsidiaries, provides designated bus routes services, non-franchised and franchised bus services, and other transportation services.  The Company also provides tour and hotel service.  In addition, Kwoon Chung Bus operates in power generation.

YTO Express Holdings Limited provides freight and logistics services. The Company offers air freight, marine transportation, information technology capabilities, warehousing, order assembly, and other related services.  YTO Express Holdings provides services worldwide.

YTO Express (International) Holdings (6123 HK)

Changan Minsheng APLL Logistics Co Ltd. provides a wide variety of logistics services primarily for car manufacturers and car component suppliers in China. The Company's services include supply chain management and the delivery of finished vehicles.

Changan Minsheng Apll Logistics (1292 HK)

China Infrastructure & Logistics Group Ltd. provides port operation services. The Company offers port and warehouse leasing, container handling, cargo handling, and other services. China Infrastructure & Logistics Group also provides logistics, supply chain management, property management, and other services.

China Infrastructure & Logistics Group  (1719 HK)

China Ocean Fishing Holdings Limited operates as a holding company. The Company, through its subsidiaries, provides supply chain management, logistics and information flow, communication, and consulting services. China Ocean Fishing Holdings serves customers worldwide.

AMS Public Transport Holdings Limited, through its subsidiaries, operates GMB (green minibus) routes and provides PLB (public light bus) related services in Hong Kong.

Eusu Holdings Co., Ltd. is a holding company, which operates marine transportation services such as container service, bulk service, terminal service, and ship lease.

PT Mitrabahtera Segara Sejati Tbk is an integrated coal transport and logistics services company. The Company provides river and sea-based coal transport solutions to Indonesia's coal mining industry as well as operates on-shore and off-shore coal loading terminals and provides a broad range of services, including loading, shipping, trans-shipping and ocean trade stevedoring of co

PT Buana Listya Tama Tbk offers freight transportation services.  The Company transports oil and natural gas.  The Company operates oil tankers, gas tankers, chemical tankers, and a floating production storage and offloading unit.

Shreyas Shipping and Logistics Ltd. owns and operates vessels for feedering of containers between Indian Ports and international container transshipment ports.

Hubline Berhad is an investment holding company. The Company, through its subsidiaries, is involved in investment holding, shipping services, shipping agent, ship owning and chartering and the provision of marine cargo handling services.

Harbour-Link Group Berhad is an investment holding company and provides management service. The Company, through its subsidiaries, provides shipping, forwarding, and transportation services. Harbour-Link also operates plant and machinery renting business and provides engineering and civil works services.

Metis Energy Limited provides marine services, land reclamation, charter of vessels, and dredging services.  The Company also trades sea-sand, provides logistics, production, and other support services to the coal mining, oil, and gas industries.

Sun Kwang Co., Ltd. provides harbor loading and unloading, general and hard goods transportation, warehouse, cargo handling, container handling, and stevedoring services.  The Company also extracts and sells sea sand for ready mixed concrete manufacturing.

KSS LINE LTD provides marine transportation services.  The Company mainly transports items such as gas and chemical products.  KSS LINE provides worldwide gas product transportation, Far East and South East Asia area for chemical product shipping.

Kuribayashi Steamship Co., Ltd. operates coastal transportation to ship primarily paper from Hokkaido to Tokyo and Osaka.  The Company also provides loading and unloading services at major ports.  Kuribayashi sells and repairs ship-related equipment, operates hotels, and leases real estate as well.

Chu Kong Shipping Enterprises (Group) Company Limited provides shipping and cargo handling services between Hong Kong and China.  The Company's services include freight forwarding, wharf cargo handling, cargo consolidation, warehouse storage, and trucking.  Chu Kong Shipping also provides container hauling services.

Chu Kong Shipping Enterprises(Grp) (560 HK)

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Chu Kong Shipping Enterprises(Grp) (560 HK)

China's New International Political Economy

The "new" Economic Silk Belt initiative is not new, and includes more dimensions than initially believed to have. It is a positive for China and...

Charles De Trenck

Hutchison Whampoa Restructuring: Next Move for Watson's? Part Two

This post is a follow-up to discuss potential follow-on impacts of Hutchison Whampoa's restructuring on the Watson's retail segment. With a deal...

Kemp Dolliver, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)