Why I Just Sold Orient Overseas (OOIL) At HK$45
Don’t get me wrong. I still like Orient Overseas Intl Ltd (316 HK), OOIL/OOCL, as an operator long term. Always have. And I may come back at...
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A Summary of Stock Calls and Actions
It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...
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Globalization May Be Going Extinct, Replaced by a New Global Populism
Brexit was the first visible symptom that of the rise of the more insular, economically viable, semi-protectionist nation state is stirring to...
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DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels
DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels In the current interest rate environment, we...
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A.P. Moller - Maersk – Credit Outlook: Stable | Bond Valuation: Neutral
We are pleased to announce the launch of our credit research on the global maritime sector. Launching with a coverage of the listed bonds of the...
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