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Shanghai International Port Group (600018 CH)
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166
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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27 Apr 2016 11:57
The Future of Chinese Steel Prices
Given the recent run up in Chinese steel prices and the stock prices of producers, it is fair to ask is this being driven by increased demand for...
Christopher Balding
368 Views
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bearish
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Thematic (Sector/Industry)
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25 Apr 2016 21:46
One Belt One Road - Three Years On
In 2013, Xi Jinping launched the One Belt One Road (OBOR) initiative. The aim of the initiative was to connect major Eurasian economies through...
Ishita Jain
213 Views
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bearish
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Macroeconomics
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20 Apr 2016 23:47
Chinese Flash Numbers Fail to Build on Post-New Year Bounce
Chinese economic activity appears to be stabilizing in April. We are not witnessing a pullback from the expansion in the real economy we saw post...
Christopher Balding
225 Views
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bearish
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Thematic (Sector/Industry)
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19 Apr 2016 09:05
Container Shipping - 2015 Full of Records, Big Ships, Super Size Me and It Ain't Over Yet
Last year saw a record amount of container-ship capacity hit the water. We take a look at which operators accepted delivery and which trades they...
Drewry Maritime Financial Research
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209 Views
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bullish
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Thematic (Sector/Industry)
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15 Apr 2016 02:30
Baltic Dry: 30yrs of Stats Tells You The Bounce You Now See Is Seasonal. Again.
The Baltic Dry Index - once a quaint indicator for shipping sector wonks to figure out expected marginal profitability of shippers who ran a...
Travis Lundy
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232 Views
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