Transport Sector, China and Asia-focused Research

Charles De Trenck

Equity Bottom-Up

COSCO Shipping Holdings / Equity Bottom-Up

As more updates come out on the new merged company, new alliance re-jigging rumors are following along as well. And COSCO-CS <a href="https://www.smartkarma.com/entities/286" target="_blank" data-smartkarma-citation="entities:286">China Cosco Holdings H</a>  seems to have come up with a brilliant stratagem, if it pans out. It does not involve cuts in staff (as of now the company has said it will not cut staff). It does not involve – though this will come soon enough – discussions on reconfigured services, or other big announcements as of yet. What we have from the shipping press is talk of a new…

As more updates come out on the new merged company, new alliance re-jigging rumors are following along as well. And COSCO-CS China Cosco Holdings H  seems to have come up with a brilliant stratagem, if it pans out. It does not involve cuts in staff (as of now the company has said it will not cut staff). It does not involve – though this will come soon enough – discussions on reconfigured services, or other big announcements as of yet. What we have from the shipping press is talk of a new…

COSCO's (COSCO-CS) Brilliant Plan to Blow up Part of the Competition

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

Thematic (Sector/Industry)

Ominous start to the year for container shipping with Drewry forecasting container shipping profitability to deteriorate in 2016. Ocean freight rates for cargo moving under contracts on the major East-West trade routes witnessing another reduction in the last quarter of 2015, according to Drewry’s Benchmarking Club, a closed user group of multinational retailers and manufacturers who closely monitor their contract freight rates. The Drewry Benchmarking Club Contract Rate Index, based on Trans…

Ominous start to the year for container shipping with Drewry forecasting container shipping profitability to deteriorate in 2016. Ocean freight rates for cargo moving under contracts on the major East-West trade routes witnessing another reduction in the last quarter of 2015, according to Drewry’s Benchmarking Club, a closed user group of multinational retailers and manufacturers who closely monitor their contract freight rates. The Drewry Benchmarking Club Contract Rate Index, based on Trans…

2016 - Washout Year for Container Shipping

Taiwan

Evergreen Marine Corp. (Taiwan) Ltd. transports freight by ships. The Company operates container ships to move freight throughout the world. Evergreen Marine has interests in terminals, airline operations and motor freight transportation, as well as container manufacturing.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Evergreen Marine Corp (2603 TT)

COSCO's (COSCO-CS) Brilliant Plan to Blow up Part of the Competition

As more updates come out on the new merged company, new alliance re-jigging rumors are following along as well. And COSCO-CS China Cosco Holdings...

Charles De Trenck

2016 - Washout Year for Container Shipping

Ominous start to the year for container shipping with Drewry forecasting container shipping profitability to deteriorate in 2016. Ocean freight...

Drewry Maritime Financial Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)