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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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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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192 Views
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bearish
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Thematic (Sector/Industry)
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11 Mar 2016 13:12
The China Series: If You Think Things Are Bad Now...
If you think things are bad now, just wait until the slowdown really begins. China produces 60% of the world’s cement but only commands 16% of the...
GMT Research
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228 Views
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bearish
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Thematic (Sector/Industry)
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01 Mar 2016 09:28
Deja Vu - They Are Throwing in the Towel
Readers of Smartkarma will remember our piece lamenting how PE was partly to be blamed for the pain in dry bulk shipping. We questioned the wisdom...
Drewry Maritime Financial Research
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215 Views
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bullish
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Thematic (Sector/Industry)
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26 Feb 2016 14:11
Investing in Drones
From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military...
Ishita Jain
229 Views
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bearish
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Cross Asset Strategy
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11 Feb 2016 21:46
Governance, Valuations and the Crisis of State Capitalism
In January’s ‘Government and Markets’ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
John-Paul Smith
196 Views
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