Container Shipping - A Rising Tide Floats All Boats
Supply-demand balance still delicate, but better than last two years. The balance between supply and demand is still wafer-thin, which has had its...
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Kerry Logistics Network: Still Struggling to Convert Revenue Growth into Higher Profits in H1
Last week Kerry Logistics Network Ltd (636 HK) reported a disappointing set of H1 results that reinforce our growing concerns about its lack of...
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The Week that Was in Greater China @Smartkarma: BABA Is Everywhere, Chinese Tourism, Fertility Fears
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of August 13 - 18 and features a selection of the week's insights on...
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Yang Ming Marine (2609 TT) – Is the Run-Up in Stock Price Justified?
Top-line signals recovery, but huge debt burden plays spoilsport. The turnaround story we have been advocating for the liner sector is building in...
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Evergreen, Yang Ming Q217 Results Show Sharp Recovery Since Hanjin Bankruptcy in Q316; Now What?
OverviewSince Hanjin Shipping Co Ltd (117930 KS) declared bankruptcy at the end of August 2016, market conditions in long-haul container shipping...
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