Dry Bulk Shipping - Turning Neutral as Normalisation Takes Hold
I would direct readers to our thematic pieces earlier this year, (https://www.smartkarma.com/insights/shipping-has-to-become-boring-again) and...
334 Views
Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
244 Views
Port Operators - Valuations Downshift on Structural Changes
Since the GFC, the global port operators have been under-performing the MSCI world index. The divergence has increased in the last 18 months and is...
454 Views
Beijing's Antipollution Actions Should Drive Robust Gas Demand, and BEH Stands to Benefit.
Our fair value estimate for BEH is HKD 58.00 per share. Our discounted cash flow-derived fair value estimate implies a forward fiscal-year...
251 Views
Marketnomix Country Insights - China
China’s economic slowdown will continue to be a major cause for concern for the global economy. Slowing economy together with declining with FX...
261 Views