Fears of PSA Singapore
The containerised throughput of Singapore surged 9.1% year-on-year in the first 11 months of the year, courtesy of some shipping lines aggregating...
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Westports' Wobbly Earnings
Westports finds solace in gateway cargoes: Transhipment throughput losses continued to play out in the 3Q17 report card of Westports. Revenue...
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Dry Bulk Market on Strong Footing, While Tanker/Gas Shipping Rates up on Seasonal Demand
Credit markets: Global yields reached their lowest levels in a year this September, driven by the sustained low interest rate environment and the...
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Westports 2Q17 – Throughput Guidance Boosts Our Unattractive Call
Results in line: Westports Holdings Bhd reported its 2Q17 results, which are in line with our expectations. On the back of throughput weakness and...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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