'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...
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Container Shipping: Demand Weak, But Supply Side Taking Needed Steps; Hanjin Sold; Focus On OOIL
In our comments on the global container shipping segment, we have until recently argued that players on the supply side -- liner operators and...
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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...
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Hanjin Shipping: Update & What Would a Potential Acquirer Actually Get?
Several things have happened in the Hanjin Shipping Co Ltd (117930 KS) bankruptcy case since our last update about three weeks ago (see Hanjin...
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Hanjin Shipping Aftermath: Which Carriers Are Most Stressed? And What's Next For The Sector?
In this note we attempt to add to Smartkarma's coverage of Hanjin Shipping Co Ltd (117930 KS)'s recent bankruptcy filings in South Korea and the...
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