Evergreen Marine: Not Really So Complex After All, & Cheap on EV/Capacity
Institutional investors have long shied away from owning Evergreen Marine Corp Ltd (2603 TT) for two reasons unrelated to the container shipping...
419 Views
DFRS Trading Idea 2017 #2 - Yang Ming Marine - High Leverage Is a Big Red Flag (Update 1)
Earlier last week, we highlighted YMM's debt burden with the company taking the slot left vacant by Hanjin Shipping, as the company with the most...
211 Views
DFRS Trading Idea 2017 #2 - Yang Ming Marine - High Leverage Is a Big Red Flag and a Great Concern
DFRS Trading Idea 2017 #2 - Yang Ming Marine Transport Corp (2609 TT, Unattractive, NTD 3.5 ) - High leverage is a big red flag and a great...
164 Views
Surging Momentum of Consolidation Will Soon Force Response from Asia's 'Leftover' Container Carriers
A series of announced mergers and acquisitions in the global container shipping industry will soon pare the industry down to six large global...
334 Views
'The Trump Call' May See Taiwan Airlines Hurt; Short EVA Against Long Position in Evergreen Marine
A brief congratulatory phone call from ROC President Tsai Ing-wen to US President-elect Trump last Friday has angered Chinese officials, who view...
387 Views