Trade-Fueled Recovery in Air Cargo Lifts Asia's Cargo-Centric Carriers; Buy China Airlines (2610:TW)
Asia ex-Japan exports have improved markedly over the last year. This is true for headline export figures (measured in dollars) as well as for the...
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HMM Rights Offering - Subscription Result Review & Issues to Consider Now
I guess this is a bit surprising. Hyundai Merchant Marine (011200 KS)'s rights offering subscription rate among the existing shareholders/ESOP was...
321 Views
The Week That Was in NorthAsia@Smartkarma: Toshiba, Subaru, & Jin Air
There were nearly 30 notes on Japanese and Korean companies in the past week. The following are the highlights of the "must-see" reports on these...
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HMM Rights Offering - Current Status Check & Arbitrage Opportunity Assessment
It looks like we have a serious problem in the Hyundai Merchant Marine (011200 KS)'s rights offering. There is a very good possibility that its...
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Container Shipping Cyclical Gains Waning; Japan's K-Line Cuts 3/18 OP Target on Rising Competition
Last week we noted that, after several quarters of improving profitability, container shipping earnings could begin to stagnate as the industry...
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