Air China: International Demand and Fuel Still Tailwinds, CX Challenges Well-Known; Reiterate Buy
In our initial note on Air China Ltd (H) in May, we recommended investors buy its shares based on several factors. First, two long-term "headwinds"...
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DMER - Maritime Financial Insights - July 2016
Dry bulk normalisation continues; Tankers trend down in line with our expectations, Introduce Offshore sector Dry bulk stocks impacted by market...
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Container Shipping - 2016 Another Record Likely, This Time on Scrapping
Container Shipping - 2016 Another Record Likely, This Time on ScrappingMore containership capacity is being demolished than ever before, including...
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Dry Bulk Shipping - Turning Neutral as Normalisation Takes Hold
I would direct readers to our thematic pieces earlier this year, (https://www.smartkarma.com/insights/shipping-has-to-become-boring-again) and...
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Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
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