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Ningbo Port (601018 CH)
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96
Analysis
Industrials
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China
Ningbo Port Company Limited primarily provides container, iron ore, crude oil and other cargo handling and related services. The Company also provides integrated logistics and other businesses.
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bearish
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Thematic (Sector/Industry)
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12 Jun 2016 22:54
Getting the Detail Right in China
There is a problem with official statistics in China. Put simply, they cannot be relied upon. From coal consumption, steel or iron ore production,...
Bixmoor
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175 Views
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bearish
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Macroeconomics
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10 Jun 2016 09:12
Inside China's May 2016 Trade Data
China’s road to recovery does not seem to have gained any real momentum independent of credit fueled stimulus. The trade data of China is uneven...
Christopher Balding
176 Views
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bullish
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Thematic (Sector/Industry)
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07 Jun 2016 20:54
China or ASEAN? - You Choose
Many companies that had previously been big investors in Chinese manufacturing plants are now considering their options. An increasing number argue...
Bixmoor
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195 Views
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bearish
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Thematic (Sector/Industry)
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06 Jun 2016 13:41
China - Growth Must Be Fantastic to Support Loan Payments
We all intuitively understand the concept of economic growth and keeping current with debt. But where so many commentators continue to proclaim...
Daniel Tabbush
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175 Views
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bearish
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Thematic (Sector/Industry)
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03 Jun 2016 17:49
Innovation - A Sorry Tale in China
In order to advance, Chinese industry needs to become innovative. The track record to date is poor, with few examples of genuine innovation and...
Bixmoor
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403 Views
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