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China Railway Group Ltd H (390 HK)
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292
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Industrials
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China
China Railway Group Ltd. offers transportation systems construction services. The Company builds railroads, roads, tunnels, and bridges.
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bullish
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Thematic (Sector/Industry)
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07 Apr 2016 19:57
Internet of Things as an Investment Theme
Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot...
CM Research
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212 Views
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bearish
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Thematic (Sector/Industry)
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04 Apr 2016 06:09
Container Shipping Industry Last Few Weeks Factoring in Doomsday
My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it...
Charles De Trenck
198 Views
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bearish
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Macroeconomics
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25 Mar 2016 22:33
Large Caps Squeezing SMEs in Early Reading of FY2015 Chinese Working Capital
Ecstrat were amongst the first to highlight the explosive growth of working capital in non-financial companies in China. We monitor over 3,000...
Mark Artherton
200 Views
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bullish
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Thematic (Sector/Industry)
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23 Mar 2016 11:30
Consolidation in the Liner Industry
Consolidation in the Liner Industry Container shipping companies confront the enormous challenges facing the industry today. One of the options...
Drewry Maritime Financial Research
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234 Views
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bearish
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Thematic (Sector/Industry)
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16 Mar 2016 10:07
Valemaxes May Have Delivered the Knock-Out Punch to the Capesize Market
It was a pleasure reading https://www.smartkarma.com/insights/china-s-ship-subsidies-from-hell by Charles De Trenck this morning. Great insight...
Drewry Maritime Financial Research
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200 Views
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