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China Shipbuilding Industry (601989 CH)
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175
Analysis
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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16 Jun 2016 09:06
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...
Drewry Maritime Financial Research
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205 Views
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bearish
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Thematic (Sector/Industry)
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15 Jun 2016 09:45
Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
Drewry Maritime Financial Research
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183 Views
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bearish
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Thematic (Sector/Industry)
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14 Jun 2016 08:06
Port Operators - Valuations Downshift on Structural Changes
Since the GFC, the global port operators have been under-performing the MSCI world index. The divergence has increased in the last 18 months and is...
Drewry Maritime Financial Research
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319 Views
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bearish
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Thematic (Sector/Industry)
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13 Jun 2016 14:15
China Listed Firms Q1 Summary
Heavy capital investment in previous years and government support helped the Chinese economy in previous years to grow, while this year seems to be...
Christopher Balding
162 Views
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bearish
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Thematic (Sector/Industry)
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13 Jun 2016 07:59
Tanker Shipping Cycle - Counter Cyclical Investment Strategy to Run Its Course, Downgrade to Neutral
Counter cyclical investment strategy to run its course, Downgrade to Neutral on multiple headwinds • Demand for tankers to grow, albeit at a slower...
Drewry Maritime Financial Research
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330 Views
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