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Hutchmed China Ltd (13 HK)
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Analysis
Industrials
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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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bearish
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Thematic (Sector/Industry)
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15 Sep 2016 17:44
DMER - Maritime Financial Insights - September 2016
• Credit markets: Global yields drifted lower in recent months, thanks to the low interest rate environment, ongoing stimulus imposed by the ECB as...
Drewry Maritime Financial Research
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168 Views
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bullish
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Thematic (Sector/Industry)
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13 Sep 2016 12:26
DMER - Dry Bulk Shipping - Focus on "What's Working" from "What's Broken"
In our last update on the dry bulk sector in early summer, “Turning Neutral as the normalisation takes...
Drewry Maritime Financial Research
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176 Views
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bullish
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Thematic (Sector/Industry)
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12 Sep 2016 07:09
PM Views & Responses on Portfolio Construction
I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming...
Charles De Trenck
179 Views
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bearish
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Thematic (Sector/Industry)
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06 Sep 2016 10:43
"Reports Were Prematurely Conceived and Greatly Exaggerated"
As Raghav Kapoor mentioned this morning, "Smartkarma aims to be a disruptive force not only by changing economics, but by empowering independent...
Drewry Maritime Financial Research
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200 Views
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bearish
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Thematic (Sector/Industry)
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06 Sep 2016 08:01
Collapse of Hanjin Shipping - Carriers Do Have Breaking Points
With Korea’s Hanjin Shipping filing for court receivership last week, the assumption that major container lines will always find a way to survive...
Drewry Maritime Financial Research
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197 Views
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