CIMC Vehicle (中集车辆): Market Leader of Semi-Trailers but Little Growth Ahead
CIMC Vehicle, the largest manufacturer of semi-trailers in the world and a subsidiary of CIMC, will start to pre-market its USD300-500 million IPO...
574 Views
HK Connect Discovery Weekly: Mainland Investors Buying WH Group (2019-03-22)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
507 Views
Everybody Hurts (Sometimes): Mighty Dane Mærsk Plunges, Container Cycle Likely Peaked in Q2-Q3 2017
Danish container shipping giant AP Moeller - Maersk A/S (MAERSKB DC)'s Q118 EBITDA fell short of consensus expectations, mainly due to stagnant...
155 Views
Call with Singamas: Tales of Hanjin, Water Based Paints, and New Reefer Plant
We recently had a call with management from Singamas Container Hldgs (716 HK), the second largest container manufacturer in the world after China...
470 Views
China's New Silk Road Projects: Six 'One Belt, One Road' Investment Ideas
This note is intended to be a companion piece to Howard J Klein's new piece, A Time Traveler’s Guide to Xi’s Epic Silk Road Project: Who Really...
578 Views