Is China's Container Traffic Going Ex-Growth? Update on China Merchants Port Holdings 144:HK
JUNE CONTINUED TREND OF NEAR-ZERO THROUGHPUT GROWTHChina Merchants Port Holdings Company Ltd. (144 HK) recently reported June container throughput...
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DMER - Maritime Financial Insights - July 2016
Dry bulk normalisation continues; Tankers trend down in line with our expectations, Introduce Offshore sector Dry bulk stocks impacted by market...
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Container Shipping - 2016 Another Record Likely, This Time on Scrapping
Container Shipping - 2016 Another Record Likely, This Time on ScrappingMore containership capacity is being demolished than ever before, including...
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May Throughput at CMHI Remains Weak
CMHI (144:HK) has released May throughput figures for its network of container terminals, and traffic remains weak. We remain negative on CMHI's...
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Dry Bulk Shipping - Turning Neutral as Normalisation Takes Hold
I would direct readers to our thematic pieces earlier this year, (https://www.smartkarma.com/insights/shipping-has-to-become-boring-again) and...
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