China Transportation: Strong Aug Export to Benefit Sinotrans (598 HK) And SITC Intl (1308 HK)
We believe China' strong export and trade figures for Aug bode well for both Sinotrans (598 HK)
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TRACKING TRAFFIC/Containers & Air Cargo: July Volume & Rates Better | Q2 Profits Soar on Costs
July container volumes in key markets showed a strong improvement compared to momentum in the first half of the year. Rates appeared to firm, but...
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Sinotrans (598 HK): Ready for a Blowout?
We see room for Sinotrans Limited H (598 HK) to have a substantial catch up in share price upon its release of the 1H20 result set for the end of...
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Evergreen Marine (2603:TT) Posts Best Quarterly Earnings in Years, Mainly on Lower Fuel Costs
Earlier this week Evergreen Marine Corp (2603 TT) posted the company's best quarterly results in years, with Operating Profit improving over 300%...
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TRACKING TRAFFIC/Containers & Air Cargo: No, Virginia, Container Rates Are NOT Spiking!
Contrary to recent media reports, there is no evidence in the June numbers of an alleged spike in container rates in the Pacific. In fact, our...
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