The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Neptune Orient Lines: Cost Control Confidence
Since our last report ( Neptune Orient Lines: Redemption Ahead of Iceberg ), Neptune Orient Lines (NOL SP)'s NOLSP complex (in SGD) has...
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Neptune Orient Lines: Redemption Ahead of Iceberg
We initiate our coverage on Neptune Orient Lines (NOL SP) (NOL)’s SGD bonds with an OVERWEIGHT recommendation on NOLSP 4.65% 9/20s at 10.5% yield...
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CEVA's Days Of Independence Appear Numbered
On October 11th, Swiss-based global supply chain management company Ceva Logistics AG (CEVA SW) rejected an unsolicited, non-binding offer...
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Container Shipping - Can CMA CGMs Bonds Withstand the Selling Pressure from the Broader Bond Market?
Strong profitability thanks to an improved market, NOL's contribution and Ocean Alliance network efficiencies Record revenues in FY17: Top line...
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