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China Southern Airlines (1055 HK)
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433
Analysis
Industrials
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China
China Southern Airlines Company Limited provides commercial airline services throughout China, Southeast Asia and other parts of the world. The Company also provides other airline related services including aircraft maintenance and air catering.
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bullish
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Macroeconomics
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13 Sep 2016 21:31
Breaking Down Chinese Inflation Data: More Than Meets the Eye
The recent consumer and producer price indexes had people feeling relieved that pricing pressures seem to have abated somewhat. CPI came it below...
Christopher Balding
174 Views
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bullish
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Thematic (Sector/Industry)
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13 Sep 2016 12:26
DMER - Dry Bulk Shipping - Focus on "What's Working" from "What's Broken"
In our last update on the dry bulk sector in early summer, “Turning Neutral as the normalisation takes...
Drewry Maritime Financial Research
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168 Views
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bearish
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Thematic (Sector/Industry)
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06 Sep 2016 10:43
"Reports Were Prematurely Conceived and Greatly Exaggerated"
As Raghav Kapoor mentioned this morning, "Smartkarma aims to be a disruptive force not only by changing economics, but by empowering independent...
Drewry Maritime Financial Research
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194 Views
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bearish
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Thematic (Sector/Industry)
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06 Sep 2016 08:01
Collapse of Hanjin Shipping - Carriers Do Have Breaking Points
With Korea’s Hanjin Shipping filing for court receivership last week, the assumption that major container lines will always find a way to survive...
Drewry Maritime Financial Research
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188 Views
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bearish
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Macroeconomics
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05 Sep 2016 19:39
Chinese PMI Data Mildly Surprising
POST PMI OF AUGUST IS VERY INTERESTINGThe PMI for August is out and intriguing. Compared to last month’s PMI of 49.9, this month’s PMI is .5...
Christopher Balding
157 Views
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