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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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18 Jul 2016 11:36
Container Shipping - 2016 Another Record Likely, This Time on Scrapping
Container Shipping - 2016 Another Record Likely, This Time on ScrappingMore containership capacity is being demolished than ever before, including...
Drewry Maritime Financial Research
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177 Views
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bullish
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CK Hutchison Holdings
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13 Jul 2016 13:45
CK Hutchison. More Luck with Consolidation Plans in Italy?
After the disappointment of a failed merger in the UK, CK Hutchison and VimpelCom's Wind subsidiary have been desperate to get a deal approved to...
New Street Research
245 Views
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bearish
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Thematic (Sector/Industry)
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28 Jun 2016 10:26
Low Rates for Longer - Asian Banks
Interest rates will remain lower, for longer. For banks with excess liquidity, this means margin pressure. We look at HSBC and STAN where liquidity...
Daniel Tabbush
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169 Views
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bearish
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Macroeconomics
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19 Jun 2016 00:28
Market Commentary (June 2016)
Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility,...
Asymmetric Payoffs
422 Views
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bullish
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Thematic (Sector/Industry)
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17 Jun 2016 09:16
Maritime Model Portfolio - Adding Risk with Upgrade on Dry Bulk and Downgrade on Tanker Shipping
Adding risk with upgrade on Dry bulk and downgrade on Tanker shippingThe main change in our stance from the one shared at the start of this year is...
Drewry Maritime Financial Research
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187 Views
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