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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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09 Dec 2016 12:35
The Rally in Transport Continues in Twists and Turns
Note: wins and losses are listed at the end of the piece.Transport has been on a roll. A month ago we saw crazy buying any which way with weak...
Charles De Trenck
234 Views
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bearish
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Thematic (Sector/Industry)
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06 Dec 2016 10:37
Global Port Operators - 3Q16 Profitability Trends Lower on Slackening Growth
Results of listed terminal operators reveal a weakness in organic earnings as gearing increases. Stricter cost rationalisation and financial risk...
Drewry Maritime Financial Research
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159 Views
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bearish
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Eva Airways
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05 Dec 2016 07:15
'The Trump Call' May See Taiwan Airlines Hurt; Short EVA Against Long Position in Evergreen Marine
A brief congratulatory phone call from ROC President Tsai Ing-wen to US President-elect Trump last Friday has angered Chinese officials, who view...
Daniel Hellberg
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392 Views
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bullish
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AP Moeller - Maersk A/S
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02 Dec 2016 05:43
Implications of Maersk's Hamburg Sud Purchase
Maersk announced it would make a cash (A $4bn figure was initially thrown out, but this appears too high. Other estimates are Maersk would not...
Charles De Trenck
205 Views
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bullish
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Thematic (Sector/Industry)
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19 Nov 2016 18:49
Silk Roads Part 3: China and OBOR Investment
The stock of foreign direct investment into the "One Belt One Road" bloc is a small share of global investment; nonetheless, the bloc's share of...
Naomi Fink
220 Views
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