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COSCO Shipping Holdings (1919 HK)
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337
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Industrials
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China
COSCO SHIPPING Holdings Co., Ltd offers marine freight transportation services. The Company offers container shipping, dry bulk shipping, logistics services, freight forwarding, and terminal and container leasing services internationally. COSCO SHIPPING Holdings Co., Ltd operates container ships and terminals, and manufactures shipping containers.
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bullish
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Thematic (Sector/Industry)
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23 Mar 2017 10:43
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
Drewry Maritime Financial Research
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2.6k Views
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bearish
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Thematic (Sector/Industry)
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22 Mar 2017 13:00
Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
Drewry Maritime Financial Research
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258 Views
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bullish
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Thematic (Sector/Industry)
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21 Mar 2017 11:01
100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
Charles De Trenck
200 Views
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bearish
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Thematic (Sector/Industry)
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13 Mar 2017 11:06
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation Support
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation SupportWith an uptick in economic activity and trade...
Drewry Maritime Financial Research
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822 Views
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bullish
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Thematic (Sector/Industry)
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09 Mar 2017 16:15
The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
Morningstar, Inc.
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5.8k Views
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