HSCI Index Rebalance & Stock Connect: Expected Changes in September
Currently we see 28 potential inclusions & 22 deletions from the HSCI at the Sep rebalance. Most of the inclusions will join Stock Connect while...
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HSCI Index Rebalance and Stock Connect: Potential Changes in June and September
A look at the potential changes to the HSCI at the June & September reviews and stocks that could be included in/excluded from Stock Connect. These...
496 Views
SITC International (1308 HK): Well, a Very Quality Company but Too Much Too Fast
A quality and niche intra-Asia shipping company but with share price spiked 51% in less than 2 months, we believe it is prudent to trim. The market...
276 Views
China Transportation: In-Depth Look into April Export Figures and Readthrough to Sea and Air Freight
China's export growth (US$ terms) of 3.5% YoY in Apr reversed the trend of decline in 1Q20, but a deeper look is needed for discovering the...
204 Views
Container Shipping - Coronavirus and Initial Thoughts
Most of the shipping stocks fell in the third week of January after the breakout of the corona virus caused multiple casualties in China....
384 Views