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Hutchmed China Ltd (13 HK)
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Hong Kong
HUTCHMED (China) Limited develops, manufactures, and sells pharmaceutical products. The Company offers drugs for oncology and autoimmune diseases treatment. HUTCHMED (China) markets its products worldwide.
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bullish
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Thematic (Sector/Industry)
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13 Nov 2016 17:26
US Election Global Implications: Top Six Issues
Donald Trump has been elected as the next US president. However, unlike Clinton, Trump did not comprehensively outline his domestic and foreign...
Control Risks
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bullish
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13 Nov 2016 17:22
The Trump Presidency: Implications for Asia
On Asia, as with many other topics, US president-elect Donald Trump’s campaign rhetoric tackled taboo subjects and hinted at major departures from...
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bearish
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Thematic (Sector/Industry)
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09 Nov 2016 15:13
Against [Official] Odds It's a Trump USA Now
It is not official yet. But against many odds it looks like Trump has taken it. There are many implications we need to act on in our portfolios....
Charles De Trenck
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Thematic (Sector/Industry)
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01 Nov 2016 14:01
Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses
We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found...
Drewry Maritime Financial Research
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bearish
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Thematic (Sector/Industry)
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31 Oct 2016 10:53
Container Shipping - "Survival" M&A In Full Swing, Japanese Big 3 Merge Container Operations
We have earlier argued that the current M&A in the container shipping industry is about "Survival" and not "Growth". This morning from...
Drewry Maritime Financial Research
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