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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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bearish
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Thematic (Sector/Industry)
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14 Feb 2017 00:02
66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs
Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...
Valerie Law, CFA
3.2k Views
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bearish
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Thematic (Sector/Industry)
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07 Feb 2017 19:43
DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels
DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels In the current interest rate environment, we...
Drewry Maritime Financial Research
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198 Views
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bullish
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AP Moeller - Maersk A/S
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07 Feb 2017 19:02
A.P. Moller - Maersk – Credit Outlook: Stable | Bond Valuation: Neutral
We are pleased to announce the launch of our credit research on the global maritime sector. Launching with a coverage of the listed bonds of the...
Drewry Maritime Financial Research
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174 Views
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bullish
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Thematic (Sector/Industry)
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07 Feb 2017 14:08
Container Shipping - Spot Rates Now Filtering into Contract Rates, Indicating Big Positive Reversal
Container Shipping - Spot Rates Now Filtering into Contract Rates, Indicating a Big Positive ReversalIn our last...
Drewry Maritime Financial Research
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154 Views
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bullish
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Thematic (Sector/Industry)
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03 Feb 2017 12:08
Case-Shiller Property Indices Hugely Misleading...and Different from Stocks (LT Invst Windows Tight)
This topic has nagged me for some time. Two months ago when the Case-Shiller Home Price Index “made a new high” and after new highs again this...
Charles De Trenck
938 Views
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