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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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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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236 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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202 Views
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bearish
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Thematic (Sector/Industry)
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11 Mar 2016 13:12
The China Series: If You Think Things Are Bad Now...
If you think things are bad now, just wait until the slowdown really begins. China produces 60% of the world’s cement but only commands 16% of the...
GMT Research
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230 Views
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bearish
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Thematic (Sector/Industry)
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01 Mar 2016 09:28
Deja Vu - They Are Throwing in the Towel
Readers of Smartkarma will remember our piece lamenting how PE was partly to be blamed for the pain in dry bulk shipping. We questioned the wisdom...
Drewry Maritime Financial Research
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221 Views
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bullish
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Thematic (Sector/Industry)
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09 Feb 2016 08:41
Are We Moving from Industrial Crisis to Financial Crisis? (2008 Being a Property to Financial Move)
Is Gold breaking out?We are coming close to KISS moving average indicators suggesting some further critical breakdowns in equities relative to...
Charles De Trenck
325 Views
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