The Week That Was in NorthAsia@Smartkarma: Toshiba, Subaru, & Jin Air
There were nearly 30 notes on Japanese and Korean companies in the past week. The following are the highlights of the "must-see" reports on these...
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HMM Rights Offering - Current Status Check & Arbitrage Opportunity Assessment
It looks like we have a serious problem in the Hyundai Merchant Marine (011200 KS)'s rights offering. There is a very good possibility that its...
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Container Shipping Cyclical Gains Waning; Japan's K-Line Cuts 3/18 OP Target on Rising Competition
Last week we noted that, after several quarters of improving profitability, container shipping earnings could begin to stagnate as the industry...
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The Hanjin Fallout Re-Examined
There came to light this week complaints from a Korean politician on how Hanjin Shipping Co Ltd (117930 KS) was allowed to go bankrupt. But the...
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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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