TRACKING TRAFFIC/Containers & Air Cargo: Covid19 Trade Oddities | Box Rates Dip | Air Cargo Pops
It's no secret that Covid19 has distorted trade patterns in 2020. These distortions have led to some odd container shipping and air cargo numbers...
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Hong Kong Port Sector: Impact of US Removing Preferential Customs Treatment
The likely removal of preferential treatment to Hong Kong as a separate customs and travel territory by the US will have negative impact on HK port...
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Sinotrans (0598 HK): China Merchants Group to Increase Stake - A Target for Privatisation?
China Merchants Group Limited (CMG), the ultimate parent of Sinotrans Limited H (598 HK), announced its plan to increase its stake in Sinotrans by...
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Last Week in Event SPACE: Keppel, China Merchants, Bumrungrad, Clear Media, Luckin, Lotte Group
Last Week in Event SPACE ... Keppel Corp Ltd (KEP SP) is now trading rich to the average basket on an outright basis, and is trading cheap vs...
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(Mostly) Asia M&A: April 2020 Roundup
For the month of April, just six new deals were discussed on Smartkarma with an overall announced deal size of ~US$9.4bn. Clicking on the...
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