Global Port Operators - Reasonable Valuation Supports M&A Activities
Reasonable port valuation supports M&A activitiesNote: Market-weighted EV/EBITDA ticked higher from FY14 level of 14.8x to 15.0xSource:...
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Port Operators 2016 - Sieve Out Value Companies Amid Slowing Trade Growth
Intensifying concerns about China as it registered its slowest growth since 1990 set the tone for a roller-coaster ride in 2016. The largest...
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2016 - Washout Year for Container Shipping
Ominous start to the year for container shipping with Drewry forecasting container shipping profitability to deteriorate in 2016. Ocean freight...
Buying China Without the China in It
Last week was a great line in the sand for some of the names I mentioned. Accumulating risk and China related paid off. While continuing to keep an...
291 Views
Commodities: The Harder They Come, The Harder They Fall... One and All
We are finally trading in a proper bear market, with the market getting comfortable trading down while bull buyback activity appears more subdued....
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