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China Shipbuilding Industry (601989 CH)
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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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Yangzijiang Shipbuilding
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19 Jun 2018 01:17
Yangzijiang: A Well Run Machine that Trades at 0.7x Book and 3.25 Ex-Cash PE
Share PriceYangzijiang Shipbuilding (YZJSGD SP) share price went up almost doubled in FY 2017 only to lose 40% in FY 2018 YTD. On May 30th this...
Henry Soediarko
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167 Views
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bullish
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Thematic (Sector/Industry)
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23 Mar 2017 10:43
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
Drewry Maritime Financial Research
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2.6k Views
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bearish
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Thematic (Sector/Industry)
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22 Mar 2017 13:00
Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
Drewry Maritime Financial Research
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254 Views
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bullish
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Thematic (Sector/Industry)
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21 Mar 2017 11:01
100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
Charles De Trenck
200 Views
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bullish
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Thematic (Sector/Industry)
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16 Mar 2017 17:02
As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
Sean Maher
626 Views
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