ENTITY
COSCO Shipping Holdings

COSCO Shipping Holdings (1919 HK)

337
Analysis
IndustrialsChina
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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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...

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...

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...

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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...

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,...

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