Outlook Brightens for Air China Amid Strong Air Traffic Demand; FVE Raised to HKD 7.20 Per Share
Following the latest investor conference call with Air China management, we upgrade our fair value estimate to HKD 7.20 per share (from HKD 7) on...
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Air China: Strong 2016 Operating Result on Lower Fuel & Selling Costs; 'Going Direct' Hurts Ctrip
Late Thursday evening in Hong Kong Air China Ltd (H) (753 HK) and the other two large state-owned airlines all released full year 2016 financial...
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Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
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Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
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100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
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