Cosco Shipping Ports (HK: 1199): Valuation Dented by Trade War, Expect Moderate Recovery
The company’s throughput data reported a lower growth of 4.6% in 3Q19 (vs 11.8% in 3Q18). Uncle Sam’s effort to tame the dragon seems to be taking...
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HPH Trust- No Plain Sailing for HPHT Amid Trade War Uncertainties
Hong Kong’s unique status as pure transhipment and barge-ship transhipment hub is slipping away more quickly than expected with shifting liner...
413 Views
Highlights of Billionaire Plays on SGX
Singapore lists over 100 stocks and trusts with market cap above S$1 billion, of which 32 have 12M dividend indicated yields of 4.5% and above,...
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Port Valuations Plunged into Overvalued Territory Spelled by Trade War Doom
As global port throughput suffered in 2018 the impact of the trade war began to show on manufacturing and trade activity in China, Germany and much...
421 Views