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China Shipbuilding Industry (601989 CH)
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172
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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15 Apr 2016 02:30
Baltic Dry: 30yrs of Stats Tells You The Bounce You Now See Is Seasonal. Again.
The Baltic Dry Index - once a quaint indicator for shipping sector wonks to figure out expected marginal profitability of shippers who ran a...
Travis Lundy
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231 Views
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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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211 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
196 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
195 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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233 Views
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