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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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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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202 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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147 Views
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bullish
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Thematic (Sector/Industry)
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28 Sep 2016 09:34
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
Paul M. Kitney, PhD
324 Views
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bearish
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Thematic (Sector/Industry)
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15 Sep 2016 17:44
DMER - Maritime Financial Insights - September 2016
• Credit markets: Global yields drifted lower in recent months, thanks to the low interest rate environment, ongoing stimulus imposed by the ECB as...
Drewry Maritime Financial Research
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168 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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171 Views
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