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Cosco Shipping Development (2866 HK)
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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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26 Aug 2015 15:01
Flying along China's wind of change: Goldwind
China, land of coal and smog, is now increasing the generation of electricity from renewable sources faster than any other country, with more than...
Ishita Jain
315 Views
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bullish
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Thematic (Sector/Industry)
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16 Aug 2015 18:22
Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
Travis Lundy
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596 Views
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bearish
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COSCO Shipping Holdings
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10 Aug 2015 10:48
COSCO-CSCL Merger: Can You Make a National Champion out of Failures?
COSCO and China Shipping shares are currently suspended awaiting further announcements of planned reorganizations. These reorgs have been a long...
Charles De Trenck
403 Views
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bearish
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Thematic (Sector/Industry)
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08 Jul 2015 11:50
A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies
Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...
Charles De Trenck
281 Views
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bullish
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Thematic (Sector/Industry)
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04 Mar 2015 10:03
CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
David Millhouse
269 Views
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