bullish

China Port Pair Opportunity: COSCO Shipping Ports Vs. China Merchants Port

Osbert has highlighted this Insight as a Top Pick
361 Views13 May 2024 07:30
​China's national port companies, CMPH and CSPL, have underperformed but with recovering throughput, there is an opportunity. CSPL is cheaper at 7x PER and has room to catch up in performance.
What is covered in the Full Insight:
  • Introduction
  • YTD Performance Assessment
  • Strength of China's Exports
  • Relative Performance of CSPL vs CMPH
  • Valuation Comparison
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 2-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Rising
Osbert Tang, CFA
HK/China Equity Long-Short
Hong Kong & ChinaIndustrials & UtilitiesEquity Bottom-UpThematic (Sector/Industry)
Price Chart(Sign Up to Access)
analytics-chart
x