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Shanghai International Port Group (600018 CH)
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Analysis
Industrials
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China
Shanghai International Port (Group) Co., Ltd is a holding company that owns interests in container and port service companies.
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bearish
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Thematic (Sector/Industry)
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06 Sep 2016 10:43
"Reports Were Prematurely Conceived and Greatly Exaggerated"
As Raghav Kapoor mentioned this morning, "Smartkarma aims to be a disruptive force not only by changing economics, but by empowering independent...
Drewry Maritime Financial Research
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204 Views
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bearish
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Thematic (Sector/Industry)
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06 Sep 2016 08:01
Collapse of Hanjin Shipping - Carriers Do Have Breaking Points
With Korea’s Hanjin Shipping filing for court receivership last week, the assumption that major container lines will always find a way to survive...
Drewry Maritime Financial Research
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198 Views
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bearish
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Macroeconomics
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05 Sep 2016 19:39
Chinese PMI Data Mildly Surprising
POST PMI OF AUGUST IS VERY INTERESTINGThe PMI for August is out and intriguing. Compared to last month’s PMI of 49.9, this month’s PMI is .5...
Christopher Balding
164 Views
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bullish
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Thematic (Sector/Industry)
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31 Aug 2016 10:02
Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
Morningstar, Inc.
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180 Views
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bearish
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Thematic (Sector/Industry)
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30 Aug 2016 09:22
Container Shipping - Freight Rates Bottoming Out ?
Carriers have withdrawn extremely low spot market freight rates on some, but not all, routesDrewry’s Global Freight Rate Index, a weighted average...
Drewry Maritime Financial Research
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176 Views
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