SITC International (1308 HK): Well, a Very Quality Company but Too Much Too Fast
A quality and niche intra-Asia shipping company but with share price spiked 51% in less than 2 months, we believe it is prudent to trim. The market...
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Quiddity Weekly H/A: Share Spread Monitor as of 20 Nov 2020
The H-Share/A-Share monitor is published every weekend for the data ending the last trading day of the previous week. It includes all H-Share/A...
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TRACKING TRAFFIC/Containers & Air Cargo: October Rates Pop | LA Volumes Strong | Box Shortage?
Container rates rose again in October, and fuel costs remain low. Although carriers likely continue to enjoy solid profitability, we believe shares...
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Quiddity Weekly H/A: Share Spread Monitor 13 Nov 2020
The Quiddity H/A-Share Spread Monitor for the week ending 13 November 2020. Momentum on a spread basis continues, but momentum on a sector basis...
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Quiddity Weekly H/A: Share Spread Monitor 6 Nov 2020
H/A spreads saw discounts narrow in what was a great week for a couple of sectors on an outright basis. Southbound inflows continue in financials...
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