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...
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Is China's Container Traffic Going Ex-Growth? Update on China Merchants Port Holdings 144:HK
JUNE CONTINUED TREND OF NEAR-ZERO THROUGHPUT GROWTHChina Merchants Port Holdings Company Ltd. (144 HK) recently reported June container throughput...
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May Throughput at CMHI Remains Weak
CMHI (144:HK) has released May throughput figures for its network of container terminals, and traffic remains weak. We remain negative on CMHI's...
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High-Quality and Well-Located Assets Support Higher Growth, While Massive Investment Weighs on ROIC.
Cosco Pacific, has became a pure port operator following a successful restructure, by swapping the challenging container-leasing business with...
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Global Port Operators - Reasonable Valuation Supports M&A Activities
Reasonable port valuation supports M&A activitiesNote: Market-weighted EV/EBITDA ticked higher from FY14 level of 14.8x to 15.0xSource:...
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