Thai Strategy 2018 (Part III): Sector Outlook & Highlights
In the final part of our 2018 strategy series, we drill down the Thai market by the sector rather than broad macro themes discussed in the first...
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The View Through a Shipper's Lens & More
We had the chance to meet up with Khaleed Hasheem, founder of PSL (one of Thailand's three big shippers), this week and catch up on some of his...
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A Breakthrough in Bulk Last Week – and Some of the Drivers
A boring passive ship owner stock like Diana Shipping Inc (DSX US) exploded to the upside last week. There were some upgrades. And there were...
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South Series (Part 1): The Canal That Can CheckMate Singapore
In the first part of our South Series, we discuss the much questioned Kra Canal, a canal that could potentially reduce the shipping distance within...
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BDI Chart Wise
The chart below lays out a path for the BDI that aligns with short term negative seasonality that Travis Lundy has presented.BDI has been in a...
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