Call with Singamas: Tales of Hanjin, Water Based Paints, and New Reefer Plant
We recently had a call with management from Singamas Container Hldgs (716 HK), the second largest container manufacturer in the world after China...
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Three Japan Giants to Combine Container Assets; Positive in Long-Term, Musical Chairs For Now
What's the deal? Japan's three largest shipping companies -- Nippon Yusen Kk (9101 JP), Mitsui Osk Lines Ltd (9104 JP), and Kawasaki Kisen Kaisha...
277 Views
Hanjin's Long Tail, and Real World Fallout … and a Window from Triton Container Presentation Deck
In the real physical world, not the sometimes Potemkin land of equities, industries like container shipping continue to struggle. AP Moeller -...
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