Yang Ming Marine (2609 TT): Cargo Shipping In First Class
Carriers have gone up A LOT. I think they can continue to go up a lot. And Yang Ming has the strongest forward growth profile out of the listed peers.
331 Views
Asia Shorts: Xiaomi, Anta, HKEX, BYD, Yamaha, ASICS, Rakuten, Resona, Kakao, HMC, Doosan, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
210 Views
Squeeze Box: The Port Congestion Contagion
For now, we have a cargo boom, a shortage of capacity, falling inventories, as we head into the peak season, There appears minimal leeway for a...
537 Views
Asia Shorts: Geely, Ganfeng, Pharmaron, Evergrande, Fujitsu, Canon, Renesas, Toshiba, LGD, Doosan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
194 Views
Game Of Ports: China's "Suez Blockage" Disruption
The Yantian bottleneck is expected to have a more profound impact on the flow of goods in the transpacific compared to the Suez blockage.
335 Views