HSI Index Earning Revision (Mar): Oil and Tech
We analyzed HSI's consensus for Mar 2026 and highlighted changes of EPS in ALIBABA, XIAOMI, HSBC, MEITUAN, LI AUTO, CNOOC.
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Curator's Cut: Indonesia Stabilizing, Compute Capital & Shipping Surges
This ​Curator's Cut highlights Indonesian equities, the capital intensity of the data center build-out, and shipping opportunities.
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Walgreens Boots Alliance Names Permanent CEO: Global Expansion to Continue
Walgreens Boots Alliance (WBA: US) has named Executive Vice Chairman and interim CEO Stefano Pessina as CEO, a move that has been expected. Mr....
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A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies
Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...
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Monthly Container Shipping Tracker | Iran Conflict Lifts Fuel Prices, Spot Rates, & Carrier Shares
The conflict in Iran has lead to a doubling of fuel prices, which adds to pressure on container carrier profitability. The group's outperformance...
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