Call with Singamas: Tales of Hanjin, Water Based Paints, and New Reefer Plant
We recently had a call with management from Singamas Container Hldgs (716 HK), the second largest container manufacturer in the world after China...
637 Views
Why I Just Sold Orient Overseas (OOIL) At HK$45
Don’t get me wrong. I still like Orient Overseas Intl Ltd (316 HK), OOIL/OOCL, as an operator long term. Always have. And I may come back at...
416 Views
A.P. Møller - Mærsk A/​S (MAERSKB DC) - FY17 to Mark Big Reversal Driven by Maersk Line
A.P. Møller - Mærsk A/S (MAERSKB DC) - FY17 to Mark Big Reversal Driven by Maersk Line, Buy on Declines A.P. Moller Maersk reported its 4Q16 and...
360 Views
A.P. Moller - Maersk – Credit Outlook: Stable | Bond Valuation: Neutral
We are pleased to announce the launch of our credit research on the global maritime sector. Launching with a coverage of the listed bonds of the...
303 Views
Implications of Maersk's Hamburg Sud Purchase
Maersk announced it would make a cash (A $4bn figure was initially thrown out, but this appears too high. Other estimates are Maersk would not...
307 Views