Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

Thematic (Sector/Industry)

It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that didn't work for me. <blockquote>But first, a note of thanks to the SK community</blockquote>Besides doing an update, it is also an opportunity to thank everyone here at Smartkarma for your wonderful support (especially the Data Desk team) and collaborative work with fellow insight providers. Looking forward to a stellar year ahead together!<h2>Table showing IPO deals covered</h2><table class="table table-striped"><tbody>
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It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that didn't work for me. But first, a note of thanks to the SK communityBesides doing an update, it is also an opportunity to thank everyone here at Smartkarma for your wonderful support (especially the Data Desk team) and collaborative work with fellow insight providers. Looking forward to a stellar year ahead together!Table showing IPO deals covered

IPO

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Global Gaming and Casinos Industry Specialist, Casino Business Review LLC

Howard J Klein

Global Gaming and Casinos Industry Specialist

<ul><li>Brexit was the first visible symptom that of the rise of the more insular, economically viable, semi-protectionist nation state is stirring to challenge the globalism mantra.</li><li>The election of US President Trump reinforces the idea that the nation state, not globalism per se, is the key actor in its own economic destiny.</li><li>Eurozone stalwarts Germany and France face seminal electoral tests on their globalism over national priorities this year.</li><li>Since announced in 2103, Chinas Silk Road mega-project is looking more like a "me first" deal than a "we" global citizen action.</li><li>The new Global Populism could produce mispricings in industry sectors heretofore considered sleepy in comparison with glamorous technology disruptors.</li></ul>

Brexit was the first visible symptom that of the rise of the more insular, economically viable, semi-protectionist nation state is stirring to challenge the globalism mantra.The election of US President Trump reinforces the idea that the nation state, not globalism per se, is the key actor in its own economic destiny.Eurozone stalwarts Germany and France face seminal electoral tests on their globalism over national priorities this year.Since announced in 2103, Chinas Silk Road mega-project is looking more like a "me first" deal than a "we" global citizen action.The new Global Populism could produce mispricings in industry sectors heretofore considered sleepy in comparison with glamorous technology disruptors.

Globalization May Be Going Extinct, Replaced by a New Global Populism

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels<ul><li>
In the current interest rate environment, we support issues that lie higher on the risk spectrum with a short duration. We believe in high yield notes from companies that have proven abilities in raising funds through various sources, mitigating refinancing risk as rates pick up. Short duration is a key metric for our bond picks at the moment, as we anticipate further rate hikes during the year by…</li></ul>

DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels
In the current interest rate environment, we support issues that lie higher on the risk spectrum with a short duration. We believe in high yield notes from companies that have proven abilities in raising funds through various sources, mitigating refinancing risk as rates pick up. Short duration is a key metric for our bond picks at the moment, as we anticipate further rate hikes during the year by…

DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels

Container Shipping - Spot Rates Now Filtering into Contract Rates, Indicating a Big Positive ReversalIn our last update <a href="https://www.smartkarma.com/insights/container-shipping-spot-rates-touch-20-month-high" target="_blank">https://www.smartkarma.com/insights/container-shipping-spot-rates-touch-20-month-high</a> we had highlighted spot container freight rates on the major East-West routes reaching a 20-month high and having risen above the average of the last 5 years. WCI spot rates assessed by Drewry (USD / 40ft container)<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/020/332/original/wci1.JPG?1486437501" class="editor-image img-responsive" data-smartkarma-image-id="20332"></figure>Our recent channel checks suggest the spot rates are now having an increasingly…

Container Shipping - Spot Rates Now Filtering into Contract Rates, Indicating a Big Positive ReversalIn our last update https://www.smartkarma.com/insights/container-shipping-spot-rates-touch-20-month-high we had highlighted spot container freight rates on the major East-West routes reaching a 20-month high and having risen above the average of the last 5 years. WCI spot rates assessed by Drewry (USD / 40ft container)Our recent channel checks suggest the spot rates are now having an increasingly…

Container Shipping - Spot Rates Now Filtering into Contract Rates, Indicating Big Positive Reversal

Independent, global risk consultancy, Control Risks

Aparajita Verma

Independent, global risk consultancy

Control Risks

Control Risks is an independent, global risk consultancy specialising in helping organisations manage political, integrity and security risks in complex and hostile environments. We support clients by providing strategic consultancy, expert analysis and in-depth investigations, handling sensitive political issues and providing practical on-the-ground protection and support.

Our unique combination of services, geographical reach and the trust our clients place in us ensure we can help them to effectively solve their problems and realise new opportunities across the world.

Control Risks, the pre-eminent global risk consultancy, has identified the following key business risks in Asia Pacific for 2017.Written by <a href="https://www.controlrisks.com/en/about-us/our-experts/people/steve-wilford" target="_blank">Steve Wilford</a>, Senior Partner, Global Risk Analysis, Control Risks

Control Risks, the pre-eminent global risk consultancy, has identified the following key business risks in Asia Pacific for 2017.Written by Steve Wilford, Senior Partner, Global Risk Analysis, Control Risks

China

COSCO SHIPPING Holdings is a global leader in container shipping and terminal operations, offering maritime container transportation, terminal management, and container leasing services. The company also provides digital supply chain solutions. It was founded on March 3, 2005, and is headquartered in Shanghai, China.

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COSCO SHIPPING Holdings (1919 HK)

A Summary of Stock Calls and Actions

It has been slightly over half a year since I joined this community, so here is a brief summary of stock calls that worked and stock calls that...

Valerie Law, CFA

Globalization May Be Going Extinct, Replaced by a New Global Populism

Brexit was the first visible symptom that of the rise of the more insular, economically viable, semi-protectionist nation state is stirring to...

Howard J Klein

DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels

DFRS Container Shipping Bonds Outlook - Recovery Priced In, See Downside Risk from Current Levels In the current interest rate environment, we...

Drewry Maritime Financial Research

Container Shipping - Spot Rates Now Filtering into Contract Rates, Indicating Big Positive Reversal

Container Shipping - Spot Rates Now Filtering into Contract Rates, Indicating a Big Positive ReversalIn our last...

Drewry Maritime Financial Research

Top 5 Risks for Business in Asia Pacific

Control Risks, the pre-eminent global risk consultancy, has identified the following key business risks in Asia Pacific for 2017.Written by Steve...

Control Risks

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