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COSCO SHIPPING Holdings (601919 CH)
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Analysis
Industrials
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China
COSCO SHIPPING Holdings Co., Ltd. offers shipping services. The Company provides container shipping, terminal operation, bulk shipping, and container leasing services. COSCO SHIPPING Holdings conducts businesses worldwide.
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bullish
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Thematic (Sector/Industry)
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23 Mar 2017 10:43
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for Carriers
Container Shipping - Asia Import Drive Will Boost Asia-Europe-Asia Box Profits for CarriersBackground - Space shortage has disrupted the...
Drewry Maritime Financial Research
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2.6k Views
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bearish
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Thematic (Sector/Industry)
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22 Mar 2017 13:00
Dry Bulk Shipping - Why It's Time for Dry Bulk Stocks to Take a Breather
Dry Bulk Shipping - Why It’s Time for Dry Bulk Stocks to Take a BreatherWe have been positive on the dry bulk sector since mid-2016 but the near...
Drewry Maritime Financial Research
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258 Views
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bullish
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Thematic (Sector/Industry)
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21 Mar 2017 11:01
100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)
This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...
Charles De Trenck
200 Views
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bearish
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Thematic (Sector/Industry)
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13 Mar 2017 11:06
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation Support
Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation SupportWith an uptick in economic activity and trade...
Drewry Maritime Financial Research
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822 Views
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bullish
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Thematic (Sector/Industry)
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09 Mar 2017 16:15
The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
Morningstar, Inc.
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5.8k Views
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