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China State Construction Int'L (3311 HK)
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Hong Kong
China State Construction International Holdings Limited, through its subsidiaries, provides building construction and civil engineering works services in Hong Kong.
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bullish
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Thematic (Sector/Industry)
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16 Dec 2016 13:00
China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
Valerie Law, CFA
260 Views
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bullish
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Thematic (Sector/Industry)
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12 Dec 2016 11:06
BREAKING: Confidential Santa Claus Correspondence Leaked! Way Too Hot (And Salty!) For Wikileaks!
Who says nothing big ever happens in December?This past week we obtained, via legally questionable means, a trove of 2016 Christmas gift lists and...
Daniel Hellberg
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206 Views
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bearish
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Thematic (Sector/Industry)
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31 Oct 2016 10:53
Container Shipping - "Survival" M&A In Full Swing, Japanese Big 3 Merge Container Operations
We have earlier argued that the current M&A in the container shipping industry is about "Survival" and not "Growth". This morning from...
Drewry Maritime Financial Research
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169 Views
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bearish
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Thematic (Sector/Industry)
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04 Oct 2016 10:29
DMER - Chinese Port Operators 2.0 - Pearl River Delta, Yangtze River Delta and Bohai Rim, HK Update.
In our update yesterday, https://www.smartkarma.com/insights/dmer-chinese-port-operators-avoid-bottom-fishing-in-troubled-waters, we looked at the...
Drewry Maritime Financial Research
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201 Views
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bearish
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Thematic (Sector/Industry)
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03 Oct 2016 17:28
DMER - Chinese Port Operators - Avoid Bottom-Fishing in Troubled Waters
DMER - Chinese Port Operators – Avoid Bottom-Fishing in Troubled WatersIn our mid-summer report we had highlighted the port sector’s valuations...
Drewry Maritime Financial Research
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146 Views
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