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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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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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bullish
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Thematic (Sector/Industry)
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12 Sep 2016 07:09
PM Views & Responses on Portfolio Construction
I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming...
Charles De Trenck
178 Views
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bullish
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Public Storage
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11 Sep 2016 09:25
Buying September Fallout – S&P 2,100 Line
Call for equity strength to fade last week into a September correction is on track. The argument for a pullback in Asia is based primarily on...
Thomas Schroeder
237 Views
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