CK Hutchison (1 HK): "New And Perhaps Unforeseen Challenges"
CKH-controlled Panama Ports Company announced it has widened its claims in an international arbitration case against the Republic of Panama,...
343 Views
Monthly Container Shipping Tracker | Weak Price in Jan-Feb | Softer NAM Demand | Now US Tariff Mess
January and February deep-sea container rates have softened noticeably, probably wiping out most carriers' profit margins altogether. Conditions...
208 Views
Last Week In Event SPACE: CKH, Toyota Industries, Melco, Rio/Glencore, Guoco
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
474 Views
CKH (1 HK): The Courts (Predictably) Annul The Panama Concessions. Now What?
At a ~48% NAV discount and forward P/B of 0.44x, CKH is not expensive. I see this court decision getting bureaucratically tangled. Near term,...
510 Views
Update on Potential Transaction For Israeli Container Carrier ZIM | Still Unlikely, in Our View
ZIM's shares have surged over the past few months on speculation of a major deal, but we still see big obstacles that make a transaction unlikely...
420 Views