SITC International (1308 HK): Good Result Priced In, Challenges from Higher Costs
SITC's good FY20 result has been priced in its 6.2x P/B and 151% share price rally since 2020. Key challenges for FY21 are higher fuel and charter...
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Our Three Best Trades in 2020! and How Will We Position for 2021?
We review our three best trades in 2020 which generated returns of at least 42%, 37.5% and 81.6%, respectively; and we lay out our strategy for the...
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SITC International (1308 HK): Well, a Very Quality Company but Too Much Too Fast
A quality and niche intra-Asia shipping company but with share price spiked 51% in less than 2 months, we believe it is prudent to trim. The market...
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SITC International (1308 HK): Impressive 3Q20 to Support a Record Year in FY20
SITC Intl posted an encouraging 3Q20 with highest growth rates in revenue and volume since 1Q19, setting the stage for a record profit. We like its...
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Recent Relative Value Trade with Yangzijiang & the FTSE China A50 Index
Since Yangzijiang Shipbuilding announced an agreement with SITC International Holdings Co Ltd to build and deliver a dozen 1,800 TEU...
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