China Shipping Container Lines ... RIP; and Other Reports on the COSCO Mess
Most of the feedback that came in was in reaction to the downside in China Shipping Container Lines (2866 HK). Some people are pissed. We saw the...
410 Views
COSCO Emerges with a Plan and Purer Container Plays (Yet More Disclosures Needed)
A first look at COSCO and China Shipping restructuring, with a focus on containers reveals reorganization is generally along the lines expected...
294 Views
Flying along China's wind of change: Goldwind
China, land of coal and smog, is now increasing the generation of electricity from renewable sources faster than any other country, with more than...
315 Views
Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
597 Views
COSCO-CSCL Merger: Can You Make a National Champion out of Failures?
COSCO and China Shipping shares are currently suspended awaiting further announcements of planned reorganizations. These reorgs have been a long...
404 Views