DMER - Chinese Port Operators - Avoid Bottom-Fishing in Troubled Waters
DMER - Chinese Port Operators – Avoid Bottom-Fishing in Troubled WatersIn our mid-summer report we had highlighted the port sector’s valuations...
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Hanjin Shipping: Update & What Would a Potential Acquirer Actually Get?
Several things have happened in the Hanjin Shipping Co Ltd (117930 KS) bankruptcy case since our last update about three weeks ago (see Hanjin...
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Hanjin Shipping Aftermath: Which Carriers Are Most Stressed? And What's Next For The Sector?
In this note we attempt to add to Smartkarma's coverage of Hanjin Shipping Co Ltd (117930 KS)'s recent bankruptcy filings in South Korea and the...
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Orient Overseas International Ltd (316 HK) - 2Q16 Operational Data Update; Maintain Neutral
Orient Overseas International Ltd (316 HK) - 2Q16 operational data update; Maintain Neutral Liner revenue lag while volume increases: In its 2Q16...
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Orient Overseas International Ltd (316 HK) - 1Q16 Operational Data Update; Downgrade to Neutral
We downgrade our rating for OOIL to Neutral. Our new fair value of HKD 32 is close to the current trading price of HKD 31.50 with a P/B of 0.5x....
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