Sinotrans (598 HK): Very Encouraging Profit Recovery Momentum in 2Q20
While the headline 1H20 profit for Sinotrans (598 HK) was a 19.9% YoY drop, the real focus should be on the 4% YoY profit growth (+10% for...
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TRACKING TRAFFIC/Containers & Air Cargo: July Volume & Rates Better | Q2 Profits Soar on Costs
July container volumes in key markets showed a strong improvement compared to momentum in the first half of the year. Rates appeared to firm, but...
243 Views
Sinotrans (598 HK): Ready for a Blowout?
We see room for Sinotrans Limited H (598 HK) to have a substantial catch up in share price upon its release of the 1H20 result set for the end of...
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Sinotrans (0598 HK): China Merchants Group to Increase Stake - A Target for Privatisation?
China Merchants Group Limited (CMG), the ultimate parent of Sinotrans Limited H (598 HK), announced its plan to increase its stake in Sinotrans by...
343 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...
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