You Are Here--> Taiwanese & Japanese Container Carriers' Recovery & Valuations Since Hanjin's Demise
In this note we aim to show investors how far the Taiwanese long-haul container carriers and their Japanese rivals have come since Hanjin Shipping...
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Dry Bulk Market on Strong Footing, While Tanker/Gas Shipping Rates up on Seasonal Demand
Credit markets: Global yields reached their lowest levels in a year this September, driven by the sustained low interest rate environment and the...
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Taiwanese Lines: Focus on Evergreen Marine and Wan Hai Lines
The stocks of Taiwanese Lines under our coverage have performed well on YTD basis, likely due to optimism for a recovery of the container shipping...
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Container Shipping - A Rising Tide Floats All Boats
Supply-demand balance still delicate, but better than last two years. The balance between supply and demand is still wafer-thin, which has had its...
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Kerry Logistics Network: Still Struggling to Convert Revenue Growth into Higher Profits in H1
Last week Kerry Logistics Network Ltd (636 HK) reported a disappointing set of H1 results that reinforce our growing concerns about its lack of...
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