China Merchants Port's First-Half Missed, Cut Fair Value on Worsening CIMC
We lower our fair value estimate for China Merchants Port, or CMP, to HKD 26.00 from HKD 28.00, following the company’s worse-than-expected...
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China Merchants Port Hldgs Core PTP Falls -28% Y/Y Despite Throughput Growth; Retain Negative View
During the lunch break in Hong Kong on Wednesday August 31st, China Merchants Port Holdings Company Ltd. (144 HK) reported a weak set of H116...
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Container Shipping - Freight Rates Bottoming Out ?
Carriers have withdrawn extremely low spot market freight rates on some, but not all, routesDrewry’s Global Freight Rate Index, a weighted average...
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Kerry Logistics Network: Undervalued Mid-Cap Play on Rise of Modern Logistics in China, SE Asia
In this note we re-visit a theme introduced in our May note, Global Logistic Properties (GLP:SP) May Provide an Antidote to China’s Congestion...
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Building a Rules Based Perpetual Portfolio(Incl Global Investor Q & A)
It is no easy task generating decent relatively low-risk long-term returns portfolio. Over the last decade I have put a lot of thinking into...
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