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...
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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...
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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...
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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...
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A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies
Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...
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