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COSCO SHIPPING Holdings (601919 CH)
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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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COSCO Shipping Holdings
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01 Nov 2017 07:07
COSCO 3Q17 Result and Cash Raise Quick Comment
First:COSCO SHIPPING Holdings Co., Ltd (H) (1919 HK) 3Q17 result presentation is still messy. Second: Proposed issuance of shares for new vessels...
Charles De Trenck
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bearish
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Kawasaki Kisen Kaisha
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01 Nov 2017 06:47
Container Shipping Cyclical Gains Waning; Japan's K-Line Cuts 3/18 OP Target on Rising Competition
Last week we noted that, after several quarters of improving profitability, container shipping earnings could begin to stagnate as the industry...
Daniel Hellberg
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177 Views
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bullish
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Thematic (Sector/Industry)
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08 Sep 2017 20:03
Container Shipping - A Rising Tide Floats All Boats
Supply-demand balance still delicate, but better than last two years. The balance between supply and demand is still wafer-thin, which has had its...
Drewry Maritime Financial Research
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172 Views
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bullish
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Thematic (Sector/Industry)
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14 Aug 2017 09:16
Evergreen, Yang Ming Q217 Results Show Sharp Recovery Since Hanjin Bankruptcy in Q316; Now What?
OverviewSince Hanjin Shipping Co Ltd (117930 KS) declared bankruptcy at the end of August 2016, market conditions in long-haul container shipping...
Daniel Hellberg
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235 Views
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bullish
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Thematic (Sector/Industry)
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29 Jul 2017 21:30
The Week that Was in Greater China @Smartkarma: JD.com Doubts, One Belt One Road, Fishy Wanda
This is the 11th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
Daniel Hellberg
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