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COSCO SHIPPING Holdings (601919 CH)
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61
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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13 Sep 2016 12:26
DMER - Dry Bulk Shipping - Focus on "What's Working" from "What's Broken"
In our last update on the dry bulk sector in early summer, “Turning Neutral as the normalisation takes...
Drewry Maritime Financial Research
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167 Views
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bearish
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Hanjin Shipping
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12 Sep 2016 08:10
Hanjin Shipping Aftermath: Which Carriers Are Most Stressed? And What's Next For The Sector?
In this note we attempt to add to Smartkarma's coverage of Hanjin Shipping Co Ltd (117930 KS)'s recent bankruptcy filings in South Korea and the...
Daniel Hellberg
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353 Views
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bearish
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Thematic (Sector/Industry)
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06 Sep 2016 10:43
"Reports Were Prematurely Conceived and Greatly Exaggerated"
As Raghav Kapoor mentioned this morning, "Smartkarma aims to be a disruptive force not only by changing economics, but by empowering independent...
Drewry Maritime Financial Research
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194 Views
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bearish
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Thematic (Sector/Industry)
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06 Sep 2016 08:01
Collapse of Hanjin Shipping - Carriers Do Have Breaking Points
With Korea’s Hanjin Shipping filing for court receivership last week, the assumption that major container lines will always find a way to survive...
Drewry Maritime Financial Research
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188 Views
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bearish
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Macroeconomics
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05 Sep 2016 19:39
Chinese PMI Data Mildly Surprising
POST PMI OF AUGUST IS VERY INTERESTINGThe PMI for August is out and intriguing. Compared to last month’s PMI of 49.9, this month’s PMI is .5...
Christopher Balding
157 Views
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