Transport Sector, China and Asia-focused Research

Charles De Trenck

Thematic (Sector/Industry)

My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it appears the market has gotten even weaker. I am sure our friends from Drewry have experienced this as well. A few key details below on rates that have gone even further south than 2009.In recent weeks we understand from friends that some markets in Intra-Asia have gone into negative pricing.This means that lines have to try to recoup some of their losses…

My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it appears the market has gotten even weaker. I am sure our friends from Drewry have experienced this as well. A few key details below on rates that have gone even further south than 2009.In recent weeks we understand from friends that some markets in Intra-Asia have gone into negative pricing.This means that lines have to try to recoup some of their losses…

Container Shipping Industry Last Few Weeks Factoring in Doomsday

Differentiated global TMT & Internet Research

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Equity Bottom-Up

The recent decision by Telstra to withdraw from plans to invest in a third operator in the Philippines with <a href="https://www.smartkarma.com/entities/20866" target="_blank" data-smartkarma-citation="entities:20866">Smc Corp</a> (San Miguel) is excellent news for the two existing operators, <a href="https://www.smartkarma.com/entities/4215" target="_blank" data-smartkarma-citation="entities:4215">Philippine Long Distance Tel</a> (PLDT) and <a href="https://www.smartkarma.com/entities/1926" target="_blank" data-smartkarma-citation="entities:1926">Globe Telecom Inc</a>  (Globe). The duopoly is alive and well and Philippine consumers seem condemned to a relatively poor offering. Share prices have reacted positively.In our view Telstra's proposed new entry with San Miguel would struggled to succeed. There were additional…

The recent decision by Telstra to withdraw from plans to invest in a third operator in the Philippines with Smc Corp (San Miguel) is excellent news for the two existing operators, Philippine Long Distance Tel (PLDT) and Globe Telecom Inc  (Globe). The duopoly is alive and well and Philippine consumers seem condemned to a relatively poor offering. Share prices have reacted positively.In our view Telstra's proposed new entry with San Miguel would struggled to succeed. There were additional…

Philippines: No Telstra = Good News for PLDT and Globe

Japan

SMC CORPORATION manufactures directional control devices such as power, hand, and air valves.  The Company also produces air filters, cylinders, and actuators along with other pneumatic equipment.  SMC seeks to become a comprehensive maker of automated equipment through the market demand of information and communications products.

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SMC Corp (6273 JP)

Container Shipping Industry Last Few Weeks Factoring in Doomsday

My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it...

Charles De Trenck

Philippines: No Telstra = Good News for PLDT and Globe

The recent decision by Telstra to withdraw from plans to invest in a third operator in the Philippines with Smc Corp (San Miguel) is excellent news...

New Street Research

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