Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Thematic (Sector/Industry)

The following map shows cumulative Chinese FDI into the US by Congressional (voting) District between 2000 and 2015. Perhaps somewhat surprisingly, the US districts with highest levels of Chinese FDI (dark blue in the map) pop up all over the US, including many parts of the rural Midwest and the South.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/019/349/original/Rhodium_FDI.png?1484708668" class="editor-image img-responsive" data-smartkarma-image-id="19349"></figure>Much less surprising is that some of the most populous states (California, New York) took in the most Chinese FDI in gross dollar terms. But eight of the Top 10 recipient states were smaller states…

The following map shows cumulative Chinese FDI into the US by Congressional (voting) District between 2000 and 2015. Perhaps somewhat surprisingly, the US districts with highest levels of Chinese FDI (dark blue in the map) pop up all over the US, including many parts of the rural Midwest and the South.Much less surprising is that some of the most populous states (California, New York) took in the most Chinese FDI in gross dollar terms. But eight of the Top 10 recipient states were smaller states…

Map of China-To-US FDI Might Surprise...And Could Undermine Trump's Hard Line on China

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.

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in the coming years. The latest change – draft rules on batteries for electric vehicles (EV) released by the government on 22 November – has disrupted at least one foreign battery maker’s plans to invest in the sector in China.

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in the coming years. The latest change – draft rules on batteries for electric vehicles (EV) released by the government on 22 November – has disrupted at least one foreign battery maker’s plans to invest in the sector in China. 

China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<figure class="editor-figure mceNonEditable"><img class="editor-image img-responsive" src="https://static-prod.smartkarma.com/images/media/000/019/015/original/DatagraphicsMasterTemplateProduction-Copy_636197149056987603.jpg?1484182022" data-smartkarma-image-id="19015"></figure>Growing urban population is expected to be one of the key factors contributing to increasing number of air travel. Consequently, this is expected to benefit global air transport industry, which is forecast to grow at CAGR 2.5% over the period of 2016-2020, with Asia posting even higher growth rates. Expanding number of air travellers is anticipated to encourage airlines to expand their fleets, in turn augmenting the demand for new commercial aircraft and aircraft maintenance services. Thanks to…

Growing urban population is expected to be one of the key factors contributing to increasing number of air travel. Consequently, this is expected to benefit global air transport industry, which is forecast to grow at CAGR 2.5% over the period of 2016-2020, with Asia posting even higher growth rates. Expanding number of air travellers is anticipated to encourage airlines to expand their fleets, in turn augmenting the demand for new commercial aircraft and aircraft maintenance services. Thanks to…

Growing Urban Population and Air Travel to Benefit Aircraft Industry

Equity Bottom-Up

Orient Overseas International / Equity Bottom-Up

A series of announced mergers and acquisitions in the global container shipping industry will soon pare the industry down to six large global carriers, plus a handful of smaller global and regional carriers, and a very large number of mostly insignificant regional and niche carriers. Clearly, the sector’s long-overdue consolidation has gained momentum over the last six months, and despite a recent jump in spot rates, we believe the recent wave of deals will soon force a response from the remaining 'leftover' carriers, who must either act to quickly gain neede scale through financial combinations or find ways to reduce exposure to chronic overcapacity in long-haul container shipping segments.In this note we look at the strategic responses available to five different small- to mid-sized Asian container carriers, four of which are listed in Hong Kong and Taiwan. We lay out the criteria we use to evaluate potential transactions within the sector, and profile these five carriers -- their histories, strengths, and needs. Based on these criteria and our understanding of these five carriers’ needs, we then suggest a few potential combinations that seem to make the most strategic and financial sense.

A series of announced mergers and acquisitions in the global container shipping industry will soon pare the industry down to six large global carriers, plus a handful of smaller global and regional carriers, and a very large number of mostly insignificant regional and niche carriers. Clearly, the sector’s long-overdue consolidation has gained momentum over the last six months, and despite a recent jump in spot rates, we believe the recent wave of deals will soon force a response from the remaining 'leftover' carriers, who must either act to quickly gain neede scale through financial combinations or find ways to reduce exposure to chronic overcapacity in long-haul container shipping segments.In this note we look at the strategic responses available to five different small- to mid-sized Asian container carriers, four of which are listed in Hong Kong and Taiwan. We lay out the criteria we use to evaluate potential transactions within the sector, and profile these five carriers -- their histories, strengths, and needs. Based on these criteria and our understanding of these five carriers’ needs, we then suggest a few potential combinations that seem to make the most strategic and financial sense.

Surging Momentum of Consolidation Will Soon Force Response from Asia's 'Leftover' Container Carriers

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.

In a positive start to the year, spot container freight rates on the major East-West routes reached a 20-month high this week and have risen above the average of the last 5 years. The latest weekly reading is $1,770/40ft container for the composite index, reflecting increases on individual lanes to $1,785 for the Rotterdam-New York index (up $4 this week), $2,210 for the Shanghai-Rotterdam index (up $257 this week) and $2,106 for the Shanghai-Los Angeles index (up $545 this week). On the back of…

In a positive start to the year, spot container freight rates on the major East-West routes reached a 20-month high this week and have risen above the average of the last 5 years. The latest weekly reading is $1,770/40ft container for the composite index, reflecting increases on individual lanes to $1,785 for the Rotterdam-New York index (up $4 this week), $2,210 for the Shanghai-Rotterdam index (up $257 this week) and $2,106 for the Shanghai-Los Angeles index (up $545 this week). On the back of…

Container Shipping - Spot Rates Touch 20-Month High

China

COSCO SHIPPING Holdings Co., Ltd offers marine freight transportation services.  The Company offers container shipping, dry bulk shipping, logistics services, freight forwarding, and terminal and container leasing services internationally.  COSCO SHIPPING Holdings Co., Ltd operates container ships and terminals, and manufactures shipping containers.

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COSCO Shipping Holdings (1919 HK)

Map of China-To-US FDI Might Surprise...And Could Undermine Trump's Hard Line on China

The following map shows cumulative Chinese FDI into the US by Congressional (voting) District between 2000 and 2015. Perhaps somewhat surprisingly,...

Daniel Hellberg

China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in...

Control Risks

Growing Urban Population and Air Travel to Benefit Aircraft Industry

Growing urban population is expected to be one of the key factors contributing to increasing number of air travel. Consequently, this is expected...

Euromonitor International Ltd.

Surging Momentum of Consolidation Will Soon Force Response from Asia's 'Leftover' Container Carriers

A series of announced mergers and acquisitions in the global container shipping industry will soon pare the industry down to six large global...

Daniel Hellberg

Container Shipping - Spot Rates Touch 20-Month High

In a positive start to the year, spot container freight rates on the major East-West routes reached a 20-month high this week and have risen above...

Drewry Maritime Financial Research

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