CK Hutch (1 HK): Assets Sales And Listings Abound. This Is A Buy
A ~47% disc. to NAV & fwd P/B of 0.46x, CKH is inexpensive. Assets sales (ports, telcos, utility, supermarkets) ongoing and purported; plus...
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Roundtable: New Bunker [oil] Calculations and Complications from IMO 0.5% Fuel Oil Requirements
A quick roundtable discussion we had with owner-operators on the impact low sulphur fuel oil regulations  (IMO 2020 Regulations) as well as on the...
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Maritime Financial Insight -Â July 2018
Credit markets75% of maritime bonds have fallen in value in the first half of 2018Bondholders have seen losses in the first six months of the year....
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Investor & Operator Discussion Notes: Maersk Fallout…& More on Ship Fuels Post MS $90 Oil Report
Travelling up the US East Coast and meeting with old investor friends allowed us to gauge the sentiment on shipping – with a look at contentious...
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The Best Way to Play Oil with Cover
This has been a crazy market, with dollar, US market and oil strong at the same time, with commodities up in general, but on a hair trigger. It’s a...
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