China Macroeconomics & Academia

Christopher Balding

Macroeconomics

China released its second quarter GDP and the numbers (like all Chinese data) provide more questions than answers.<div>Despite agreeing to the International Monetary Fund Special Data Dissemination Standards, there remain large discrepancies between the headline data and the industrial level granular data. Detecting the problems requires digging deep beneath the surface.</div>According to official Chinese data real output in the second quarter in the industrial sector grew 6 per cent in real terms and 2.9…

China released its second quarter GDP and the numbers (like all Chinese data) provide more questions than answers.Despite agreeing to the International Monetary Fund Special Data Dissemination Standards, there remain large discrepancies between the headline data and the industrial level granular data. Detecting the problems requires digging deep beneath the surface.According to official Chinese data real output in the second quarter in the industrial sector grew 6 per cent in real terms and 2.9…

Digging Beneath the Surface of Chinese GDP

The last two quarters failed to produce sustained positive growth in the regulated highly leveraged Chinese economy with continued RMB depreciation. Still some sectors such as real estate and the manufacturing showed some promising positive results, implying that the Chinese economy will not face a hard landing.  The ongoing rapid expansion of credit driving activity though remains worrying especially given the stressed finances of Chinese industrials. Since last year PBOC started to diminish…

The last two quarters failed to produce sustained positive growth in the regulated highly leveraged Chinese economy with continued RMB depreciation. Still some sectors such as real estate and the manufacturing showed some promising positive results, implying that the Chinese economy will not face a hard landing.  The ongoing rapid expansion of credit driving activity though remains worrying especially given the stressed finances of Chinese industrials. Since last year PBOC started to diminish…

Chinese Industrial Revenue Up 1% YTD from 2015

July Pre PMI ReportAfter a hot start this year the Chinese economy has plateaued and appeared to enter a slow downward trend with no sign of returning to strong growth. The start of the third quarter can be termed as disappointing as the key industries have also stated to show the effects of broader slowdown.  Key industries linked to real estate that showed a bullish trend in previous months seem to be reverting to uncertainty or non-existent growth. The steel industry of China, which also…

July Pre PMI ReportAfter a hot start this year the Chinese economy has plateaued and appeared to enter a slow downward trend with no sign of returning to strong growth. The start of the third quarter can be termed as disappointing as the key industries have also stated to show the effects of broader slowdown.  Key industries linked to real estate that showed a bullish trend in previous months seem to be reverting to uncertainty or non-existent growth. The steel industry of China, which also…

Early Chinese July Data Shows Economic Activity Slowdown

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

Thematic (Sector/Industry)

<h2>Container Shipping - 2016 Another Record Likely, This Time on Scrapping</h2>More containership capacity is being demolished than ever before, including old-design ships made redundant by the new Panama Canal.Drewry believes that, for the first time, 450,000teu of containership capacity is expected to be scrapped in just one year, as the containership sector recognises that there are far too many ships chasing too little cargo. Based on an average size of 3,000teu for ships which are being scrapped,…

Container Shipping - 2016 Another Record Likely, This Time on ScrappingMore containership capacity is being demolished than ever before, including old-design ships made redundant by the new Panama Canal.Drewry believes that, for the first time, 450,000teu of containership capacity is expected to be scrapped in just one year, as the containership sector recognises that there are far too many ships chasing too little cargo. Based on an average size of 3,000teu for ships which are being scrapped,…

Container Shipping - 2016 Another Record Likely, This Time on Scrapping

Due to its enormous importance to the Chinese economy and the drivers of the 2008 global financial crisis, many analysts focus on the real estate sector as a potential harbinger of the overall economy.  Like many other sectors of the Chinese economy real estate is heavily government regulated by the state acting as a major source of revenue for local governments which thrive from land sales to builders. Real estate supports local government finances and large number of upstream industries like…

Due to its enormous importance to the Chinese economy and the drivers of the 2008 global financial crisis, many analysts focus on the real estate sector as a potential harbinger of the overall economy.  Like many other sectors of the Chinese economy real estate is heavily government regulated by the state acting as a major source of revenue for local governments which thrive from land sales to builders. Real estate supports local government finances and large number of upstream industries like…

Chinese Real Estate Pricing in 21% Price Increase

China

Shanghai International Airport Co., Ltd. operates Pudong Airport and Hongquiao airport in Shanghai.   The Company provides a full range of services including air traffic control, terminal management, cargo handling, advertising, space rental, and other related services.

Shanghai International Airport (600009 CH)

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Shanghai International Airport (600009 CH)

Digging Beneath the Surface of Chinese GDP

China released its second quarter GDP and the numbers (like all Chinese data) provide more questions than answers.Despite agreeing to the...

Christopher Balding

Chinese Industrial Revenue Up 1% YTD from 2015

The last two quarters failed to produce sustained positive growth in the regulated highly leveraged Chinese economy with continued RMB...

Christopher Balding

Early Chinese July Data Shows Economic Activity Slowdown

July Pre PMI ReportAfter a hot start this year the Chinese economy has plateaued and appeared to enter a slow downward trend with no sign of...

Christopher Balding

Container Shipping - 2016 Another Record Likely, This Time on Scrapping

Container Shipping - 2016 Another Record Likely, This Time on ScrappingMore containership capacity is being demolished than ever before, including...

Drewry Maritime Financial Research

Chinese Real Estate Pricing in 21% Price Increase

Due to its enormous importance to the Chinese economy and the drivers of the 2008 global financial crisis, many analysts focus on the real estate...

Christopher Balding

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)