TRACKING TRAFFIC/Containers & Air Cargo: January Container Rate Hikes Unlikely to Last Past LNY
Tracking Traffic/Containers & Air Cargo is a new research product designed to be the showcase for all of our research on container shipping and...
348 Views
Trade-Fueled Recovery in Air Cargo Lifts Asia's Cargo-Centric Carriers; Buy China Airlines (2610:TW)
Asia ex-Japan exports have improved markedly over the last year. This is true for headline export figures (measured in dollars) as well as for the...
356 Views
Confessions of a Shipping Analyst (Or, 'Voyage of the Damned, Asian Equity Research Version')
At the risk of making Smartkarma (SMARTKARMA SP) seem like a New Orleans confessional the day after Mardi Gras, here's another analyst 'confession'...
529 Views
MS-Taiwan Index Earning Revision (Apr): China Steel, Formosa Plastics, Yuanta Financial
We analyzed MS-Taiwan's consensus for Apr 2026 and highlighted changes of EPS in China Steel, Formosa Plastics, Yuanta Financial, Nan Ya Plastics,...
292 Views
Quiddity Leaderboard TDIV Jun26: Many Names with >10x ADV to Trade; Borderline Names to Be Monitored
Far Eastone Telecomm (4904 TT) is the highest-impact inflow name with ~26x ADV to buy. The Shanghai Commercial (5876 TT) is the outflow name with...
366 Views