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...
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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...
287 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...
213 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....
387 Views
TRACKING TRAFFIC/Containers & Air Cargo: September Box Rates Pop | Air Freight Volume Stagnates
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
354 Views