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CK Hutchison Holdings (1 HK)
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226
Analysis
Industrials
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Hong Kong
CK Hutchison Holdings Limited holds all of the non-property businesses of the Cheung Kong Group and the Hutchison Group, including ports and related services, telecommunications, retail, infrastructure, energy, and movable assets leasing operations.
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bullish
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Thematic (Sector/Industry)
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17 Feb 2017 15:53
ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
Paul M. Kitney, PhD
292 Views
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bearish
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Thematic (Sector/Industry)
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17 Feb 2017 12:37
DFRS LPG Shipping Outlook 2017 - Recovery from Oversold Levels, but Not Out of Woods Yet
DFRS LPG Shipping Outlook 2017 -Recovery from oversold levels, but not out of woods yet We reiterate our Neutral view on the LPG shipping and...
Drewry Maritime Financial Research
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236 Views
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bullish
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Thematic (Sector/Industry)
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17 Feb 2017 11:34
Did Hanjin Bankruptcy Mark the Bottom for the Container Industry?
Did Hanjin bankruptcy mark the bottom for the container industry?We at Drewry believe so, confluence of factors such as demand support from better...
Drewry Maritime Financial Research
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158 Views
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bullish
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Thematic (Sector/Industry)
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16 Feb 2017 08:34
A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
Valerie Law, CFA
1.1k Views
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bearish
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Thematic (Sector/Industry)
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15 Feb 2017 09:40
DFRS LNG Shipping Outlook 2017 - Oversupply Will Weigh on What Fundamentally Is a Liquefaction Story
DFRS LNG Shipping Outlook 2017 - Tonnage Oversupply Will Continue to Weigh Despite new liquefaction capacity that will come online in 2017, the...
Drewry Maritime Financial Research
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178 Views
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