Why I Just Sold Orient Overseas (OOIL) At HK$45
Don’t get me wrong. I still like Orient Overseas Intl Ltd (316 HK), OOIL/OOCL, as an operator long term. Always have. And I may come back at...
289 Views
DFRS LNG Shipping Outlook 2017 - Oversupply Will Weigh on What Fundamentally Is a Liquefaction Story
DFRS LNG Shipping Outlook 2017 - Tonnage Oversupply Will Continue to Weigh Despite new liquefaction capacity that will come online in 2017, the...
181 Views
The Pathology of Fake News ... We Are All Perpetrators
This is not just often coming from Trump, Putin, China’s leadership or a slew of unverified stories on the Web, but is a pervasive and age old...
338 Views
A.P. Møller - Mærsk A/S (MAERSKB DC) - FY17 to Mark Big Reversal Driven by Maersk Line
A.P. Møller - Mærsk A/S (MAERSKB DC) - FY17 to Mark Big Reversal Driven by Maersk Line, Buy on Declines A.P. Moller Maersk reported its 4Q16 and...
247 Views
DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels
DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels In the current interest rate environment, we...
200 Views