Trade-Fueled Recovery in Air Cargo Lifts Asia's Cargo-Centric Carriers; Buy China Airlines (2610:TW)
Asia ex-Japan exports have improved markedly over the last year. This is true for headline export figures (measured in dollars) as well as for the...
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Last Week in Event SPACE - Toc, Interflex, Dialog, Uniper, Samsung Heavy
Last week, Toc Co Ltd (8841 JP) appears all stitched up after a bigly buy-back; arbitragers and/or a defect incident send Interflex Co Ltd (051370...
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COSCO 3Q17 Result and Cash Raise Quick Comment
First:COSCO SHIPPING Holdings Co., Ltd (H) (1919 HK) 3Q17 result presentation is still messy. Second: Proposed issuance of shares for new vessels...
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Container Shipping Cyclical Gains Waning; Japan's K-Line Cuts 3/18 OP Target on Rising Competition
Last week we noted that, after several quarters of improving profitability, container shipping earnings could begin to stagnate as the industry...
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Container Shipping - A Rising Tide Floats All Boats
Supply-demand balance still delicate, but better than last two years. The balance between supply and demand is still wafer-thin, which has had its...
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