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CK Hutchison Holdings (1 HK)
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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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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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bullish
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Swire Pacific (A)
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07 Sep 2016 16:43
Asia Rotation Picks
Chartonics webcast Wednesday 7 September 2016Rotation plays in Asia To view click on this link: http://www.screencast.com/t/F6RFeLLyfu 6:29...
Thomas Schroeder
1k Views
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bearish
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Thematic (Sector/Industry)
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06 Sep 2016 10:43
"Reports Were Prematurely Conceived and Greatly Exaggerated"
As Raghav Kapoor mentioned this morning, "Smartkarma aims to be a disruptive force not only by changing economics, but by empowering independent...
Drewry Maritime Financial Research
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198 Views
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bearish
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Thematic (Sector/Industry)
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06 Sep 2016 08:01
Collapse of Hanjin Shipping - Carriers Do Have Breaking Points
With Korea’s Hanjin Shipping filing for court receivership last week, the assumption that major container lines will always find a way to survive...
Drewry Maritime Financial Research
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190 Views
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