Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Capital market veteran with 22 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

Asian Dividend Gems: Regional Container Line (RCL)

There's Something About Air Cargo (Part II)

TS Lines Pre-IPO | Slimming Down Fleet | Intra-Asia Market Update | Latest From Key Comp Wan Hai

TS Lines Pre-IPO | Like Wan Hai Lines, but Smaller | Intra-Asia Update | Approaches to Valuation

TRACKING TRAFFIC/Lalatech IPO: Attractive Segment | 'Unbelievable' Cost Control | Hidden Competition

Thematic (Sector/Industry)

Brunei Air freight and logistics / Thematic (Sector/Industry)

<ul>
<li>The U.S. and the UK have struck multiple military assets across Yemen in a bid to cripple the Houthis' ability to target commercial ships and to send "a clear message"   </li>
<li>The Houthis are a battle-hardened regime, they are still around after an eight-year war with Saudis and the U.A.E, and chances are attacks over the Red Sea will increase   </li>
<li>Shipping rates have soared, and air freight will likely follow soon. Bad news for the flight against inflation  </li>
</ul>


The U.S. and the UK have struck multiple military assets across Yemen in a bid to cripple the Houthis' ability to target commercial ships and to send "a clear message"   
The Houthis are a battle-hardened regime, they are still around after an eight-year war with Saudis and the U.A.E, and chances are attacks over the Red Sea will increase   
Shipping rates have soared, and air freight will likely follow soon. Bad news for the flight against inflation  


Crisis in the Red Sea, if This Persists, We May Need to Rethink About Victory over Inflation