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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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Telecom Italia SPA
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06 Apr 2016 10:04
Telecom Italia Board Reshuffle Accelerates Pending Deals
The resignation of Telecom Italia CEO Marco Patuano is expected to speed up a number of deals that have been dragging on for a long time, an...
CTFN
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229 Views
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bearish
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Thematic (Sector/Industry)
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04 Apr 2016 06:09
Container Shipping Industry Last Few Weeks Factoring in Doomsday
My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it...
Charles De Trenck
198 Views
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bullish
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Telefonica SA
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24 Mar 2016 10:05
EU Regulatory Changes Make Telecom M&A More Difficult
Herfindahl index may provide clues to which deals are approved; regardless of outcomes, we prefer Telefonica. While the EU regulator's non-approval...
Morningstar, Inc.
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218 Views
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bullish
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Thematic (Sector/Industry)
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23 Mar 2016 11:30
Consolidation in the Liner Industry
Consolidation in the Liner Industry Container shipping companies confront the enormous challenges facing the industry today. One of the options...
Drewry Maritime Financial Research
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234 Views
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bearish
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Thematic (Sector/Industry)
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16 Mar 2016 10:07
Valemaxes May Have Delivered the Knock-Out Punch to the Capesize Market
It was a pleasure reading https://www.smartkarma.com/insights/china-s-ship-subsidies-from-hell by Charles De Trenck this morning. Great insight...
Drewry Maritime Financial Research
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199 Views
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