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Cosco Shipping Development (2866 HK)
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145
Analysis
Industrials
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China
Cosco Shipping Development Co., Ltd is a container shipping company based in China. The Company owns, charters, and operates container vessels for the provision of international and domestic container marine transportation services.
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bearish
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Thematic (Sector/Industry)
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17 Jun 2016 19:52
US, EU Business Confidence Falls in China
Two recent reports on business confidence from the European Union and the American Chambers of Commerce in China show a marked fall in business...
Bixmoor
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264 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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183 Views
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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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201 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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182 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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315 Views
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