Hanjin's Long Tail, and Real World Fallout … and a Window from Triton Container Presentation Deck
In the real physical world, not the sometimes Potemkin land of equities, industries like container shipping continue to struggle. AP Moeller -...
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Hanjin Shipping: Update & What Would a Potential Acquirer Actually Get?
Several things have happened in the Hanjin Shipping Co Ltd (117930 KS) bankruptcy case since our last update about three weeks ago (see Hanjin...
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Maersk to Buy Hanjin & HMM's Pacific-Trans Route Business? Korean Authorities Say "Not Likely"
I personally believe that Jefferies International's reasoning on Maersk's possible acquisition of the assets of Hanjin Shipping or HMM or both is...
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PM Views & Responses on Portfolio Construction
I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming...
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Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
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