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CK Hutchison Holdings (1 HK)
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226
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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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09 Nov 2016 15:13
Against [Official] Odds It's a Trump USA Now
It is not official yet. But against many odds it looks like Trump has taken it. There are many implications we need to act on in our portfolios....
Charles De Trenck
283 Views
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bullish
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Thematic (Sector/Industry)
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01 Nov 2016 14:01
Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses
We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found...
Drewry Maritime Financial Research
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174 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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172 Views
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bullish
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Thematic (Sector/Industry)
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17 Oct 2016 09:05
ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
Paul M. Kitney, PhD
304 Views
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bearish
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Thematic (Sector/Industry)
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13 Oct 2016 17:45
DMER - LPG Shipping - Headwinds to Persist in FY17
Strong supply growth on account of high vessel deliveriesscheduled in FY16/FY17 will continue to keep the LPG shipping market in imbalance. On the...
Drewry Maritime Financial Research
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182 Views
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