TRACKING TRAFFIC/Containers & Air Cargo: Box Rates Dip in April, Air Cargo Yields Double!
Covid-19 and the measures put in place to slow its spread have wreaked havoc on ocean and air cargo markets in 2020. April data show a number of...
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TRACKING TRAFFIC/Container Shipping: Shortage of Empties Creates Surprisingly Tight Conditions
Our monthly index suggests average container rates in March increased by 7.6% YoY despite measurably weak trade activity in key export and import...
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CIMC Vehicle (中集车辆) Post-IPO: Poor Debut Performance but Still No Upside
CIMC Vehicle's IPO was priced near the low end and started trading today. We have highlighted in our earlier note that the IPO fairly valued, given...
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CIMC Vehicles Group: First-Day Trading Thoughts
CIMC Vehicle Group Co Ltd (1839 HK), a subsidiary of China International Marine Cntnrs Gp (2039 HK), is the largest semi-trailer manufacturer with...
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HK Connect Ideas: Seven Weeks of Inflows, Shenhua Energy, CIMC, Bosideng (2019-06-28)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
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