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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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bullish
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Thematic (Sector/Industry)
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16 Jun 2016 09:06
Dry Bulk Shipping - Turning Neutral as Normalisation Takes Hold
I would direct readers to our thematic pieces earlier this year, (https://www.smartkarma.com/insights/shipping-has-to-become-boring-again) and...
Drewry Maritime Financial Research
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205 Views
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bearish
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Thematic (Sector/Industry)
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15 Jun 2016 09:45
Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
Drewry Maritime Financial Research
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183 Views
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bearish
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Thematic (Sector/Industry)
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14 Jun 2016 08:06
Port Operators - Valuations Downshift on Structural Changes
Since the GFC, the global port operators have been under-performing the MSCI world index. The divergence has increased in the last 18 months and is...
Drewry Maritime Financial Research
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319 Views
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bullish
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Thematic (Sector/Industry)
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10 Jun 2016 08:16
Gas Shipping - Gaining Traction Amid Recovery in Oil Prices
The rebound in crude oil and gas prices brought some solace to shareholders of gas shipping companies as stocks of LNG and LPG operators started...
Drewry Maritime Financial Research
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168 Views
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bearish
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Thematic (Sector/Industry)
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09 Jun 2016 12:20
Asia - Interest Coverage Data Is Dire for India, and China
We examine interest coverage in the corporate sector for several countries in Asia; given the broad range of interest coverage across Asia by...
Daniel Tabbush
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211 Views
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