China Macroeconomics & Academia

Christopher Balding

Macroeconomics

Chinese economic activity appears to be stabilizing in April.  We are not witnessing a pullback from the expansion in the real economy we saw post Chinese New Year in March but nor are we witnessing continued expansion.  Given the explosion in credit, the relative lack of continued expansion should be cause for concern.

Chinese economic activity appears to be stabilizing in April.  We are not witnessing a pullback from the expansion in the real economy we saw post Chinese New Year in March but nor are we witnessing continued expansion.  Given the explosion in credit, the relative lack of continued expansion should be cause for concern.

Chinese Flash Numbers Fail to Build on Post-New Year Bounce

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

Thematic (Sector/Industry)

Last year saw a record amount of container-ship capacity hit the water. We take a look at which operators accepted delivery and which trades they deployed them in. Record delieveries, record maximum ship size.  Last year was full of records in the container shipping industry, but unfortunately for carriers they were mostly of the unwanted variety. One such record (made by bad by virtue of the second worst ever demand growth) was a record intake of new ships. There were 209 new ships that hit the…

Last year saw a record amount of container-ship capacity hit the water. We take a look at which operators accepted delivery and which trades they deployed them in. Record delieveries, record maximum ship size.  Last year was full of records in the container shipping industry, but unfortunately for carriers they were mostly of the unwanted variety. One such record (made by bad by virtue of the second worst ever demand growth) was a record intake of new ships. There were 209 new ships that hit the…

Container Shipping - 2015 Full of Records, Big Ships, Super Size Me and It Ain't Over Yet

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

The Baltic Dry Index - once a quaint indicator for shipping sector wonks to figure out expected marginal profitability of shippers who ran a greater or lesser portion of their fleet on spot rather than term charter or long-term lease - is now used by stock punters as "evidence" of dynamic demand for shipping services for commodities, and therefore underlying economic pull demand from the secondary sector (heavy and light industry), particularly in China. The big news is that it has bounced 105%…

The Baltic Dry Index - once a quaint indicator for shipping sector wonks to figure out expected marginal profitability of shippers who ran a greater or lesser portion of their fleet on spot rather than term charter or long-term lease - is now used by stock punters as "evidence" of dynamic demand for shipping services for commodities, and therefore underlying economic pull demand from the secondary sector (heavy and light industry), particularly in China. The big news is that it has bounced 105%…

Baltic Dry: 30yrs of Stats Tells You The Bounce You Now See Is Seasonal. Again.

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot intervention. Or where your fridge can detect you are running out of milk and order it for you while you are asleep. Or where your home thermostat automatically lowers the temperature when you leave the house and raises it the moment you return. Or where a patient can be forewarned of an imminent heart attack by his smartphone without any kind of medical examination by a doctor.The “Internet of Things” (IoT) refers to a world where aircraft engines, fridges, thermostats and medical devices are connected to the internet with a view to automating more of our lives, saving energy or making industrial processes run more efficiently.We are very early in this technology cycle. As yet, there are no common standards, so it is difficult to predict winners and losers. However, investors need to understand the Internet of Things because it will soon morph into a mega theme. Our analysis offers a framework in which to look at the Internet of Things, summarises the important trends and identifies the key players.

Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot intervention. Or where your fridge can detect you are running out of milk and order it for you while you are asleep. Or where your home thermostat automatically lowers the temperature when you leave the house and raises it the moment you return. Or where a patient can be forewarned of an imminent heart attack by his smartphone without any kind of medical examination by a doctor.The “Internet of Things” (IoT) refers to a world where aircraft engines, fridges, thermostats and medical devices are connected to the internet with a view to automating more of our lives, saving energy or making industrial processes run more efficiently.We are very early in this technology cycle. As yet, there are no common standards, so it is difficult to predict winners and losers. However, investors need to understand the Internet of Things because it will soon morph into a mega theme. Our analysis offers a framework in which to look at the Internet of Things, summarises the important trends and identifies the key players.

Internet of Things as an Investment Theme

Transport Sector, China and Asia-focused Research

Charles De Trenck

My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it appears the market has gotten even weaker. I am sure our friends from Drewry have experienced this as well. A few key details below on rates that have gone even further south than 2009.In recent weeks we understand from friends that some markets in Intra-Asia have gone into negative pricing.This means that lines have to try to recoup some of their losses…

My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it appears the market has gotten even weaker. I am sure our friends from Drewry have experienced this as well. A few key details below on rates that have gone even further south than 2009.In recent weeks we understand from friends that some markets in Intra-Asia have gone into negative pricing.This means that lines have to try to recoup some of their losses…

Container Shipping Industry Last Few Weeks Factoring in Doomsday

China

Air China Limited provides passenger, cargo, and airline-related services in China.  The Company is primarily based in Beijing and a major hub for domestic and international air transportation.  Air China's airline-related services include aircraft maintenance, repair, overhaul service, ground services, and in-flight catering services.

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Air China Ltd (H) (753 HK)

Chinese Flash Numbers Fail to Build on Post-New Year Bounce

Chinese economic activity appears to be stabilizing in April. We are not witnessing a pullback from the expansion in the real economy we saw post...

Christopher Balding

Container Shipping - 2015 Full of Records, Big Ships, Super Size Me and It Ain't Over Yet

Last year saw a record amount of container-ship capacity hit the water. We take a look at which operators accepted delivery and which trades they...

Drewry Maritime Financial Research

Baltic Dry: 30yrs of Stats Tells You The Bounce You Now See Is Seasonal. Again.

The Baltic Dry Index - once a quaint indicator for shipping sector wonks to figure out expected marginal profitability of shippers who ran a...

Travis Lundy

Internet of Things as an Investment Theme

Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot...

CM Research

Container Shipping Industry Last Few Weeks Factoring in Doomsday

My updates back in December to reiterate the negative in containers (and bulk) and anticipated a weak 2016, to be sure. But in recent weeks it...

Charles De Trenck

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