bullish

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

Osbert has highlighted this Insight as a Top Pick
358 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
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Full Insight
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Rising
Osbert Tang, CFA
HK/China Equity Long-Short
Hong Kong & ChinaIndustrials & UtilitiesEquity Bottom-UpThematic (Sector/Industry)
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