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China Shipbuilding Industry (601989 CH)
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172
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Industrials
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China
China Shipbuilding Industry Company Limited designs, manufactures, sells and leases ship parts. The Company's products include engines and parts, auxiliay engines and transportation equipment.
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bullish
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Thematic (Sector/Industry)
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12 Dec 2016 11:06
BREAKING: Confidential Santa Claus Correspondence Leaked! Way Too Hot (And Salty!) For Wikileaks!
Who says nothing big ever happens in December?This past week we obtained, via legally questionable means, a trove of 2016 Christmas gift lists and...
Daniel Hellberg
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205 Views
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bullish
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Thematic (Sector/Industry)
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09 Dec 2016 12:35
The Rally in Transport Continues in Twists and Turns
Note: wins and losses are listed at the end of the piece.Transport has been on a roll. A month ago we saw crazy buying any which way with weak...
Charles De Trenck
230 Views
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bearish
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Thematic (Sector/Industry)
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06 Dec 2016 10:37
Global Port Operators - 3Q16 Profitability Trends Lower on Slackening Growth
Results of listed terminal operators reveal a weakness in organic earnings as gearing increases. Stricter cost rationalisation and financial risk...
Drewry Maritime Financial Research
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154 Views
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bullish
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Thematic (Sector/Industry)
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19 Nov 2016 18:49
Silk Roads Part 3: China and OBOR Investment
The stock of foreign direct investment into the "One Belt One Road" bloc is a small share of global investment; nonetheless, the bloc's share of...
Naomi Fink
217 Views
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bearish
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Thematic (Sector/Industry)
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17 Nov 2016 20:52
Cybersecurity as an Investment Theme (Part 2)
By 2020, the global cybersecurity market is expected to be worth $170bn, up from $77bn in 2015. But the core issue is that companies need “better”...
CM Research
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173 Views
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