Cosco Shipping Ports (HK: 1199): Valuation Dented by Trade War, Expect Moderate Recovery
The company’s throughput data reported a lower growth of 4.6% in 3Q19 (vs 11.8% in 3Q18). Uncle Sam’s effort to tame the dragon seems to be taking...
429 Views
Dalian Ports' Unconditional MGO
The Composite Document for China Merchants Group Limited's (CMG) Offer for Dalian Port (Pda) Co Ltd H (2880 HK) has now been dispatched. The...
615 Views
China Merchants Port (144 HK): Weak 1H2019 but Stub Value Stays Attractive
China Merchants Port (144 HK) reported a set of weak 1H2019 profit figures when compared with Shanghai International Port Group (600018 CH),...
453 Views
Dalian Port - Rearranging The Deck Chairs
Back on the 4 June, Dalian Port (Pda) Co Ltd H (2880 HK) announced a possible Mandatory General Offer (MGO) at $1.0127/share, a 0.27% premium to...
589 Views
China Merchants Port (144 HK): Attractive Stub Value Ex-SIPG (600018 CH)
China Merchants Port Holdings Company Ltd (144 HK) (CMPH) is very cheap based on its stub value after stripping out the market value of its 25.15%...
612 Views