China Merchants Port's First-Half Missed, Cut Fair Value on Worsening CIMC
We lower our fair value estimate for China Merchants Port, or CMP, to HKD 26.00 from HKD 28.00, following the company’s worse-than-expected...
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China Merchants Port Hldgs Core PTP Falls -28% Y/Y Despite Throughput Growth; Retain Negative View
During the lunch break in Hong Kong on Wednesday August 31st, China Merchants Port Holdings Company Ltd. (144 HK) reported a weak set of H116...
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Kerry Logistics Network: Undervalued Mid-Cap Play on Rise of Modern Logistics in China, SE Asia
In this note we re-visit a theme introduced in our May note, Global Logistic Properties (GLP:SP) May Provide an Antidote to China’s Congestion...
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Is China's Container Traffic Going Ex-Growth? Update on China Merchants Port Holdings 144:HK
JUNE CONTINUED TREND OF NEAR-ZERO THROUGHPUT GROWTHChina Merchants Port Holdings Company Ltd. (144 HK)Â recently reported June container throughput...
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May Throughput at CMHI Remains Weak
CMHI (144:HK) has released May throughput figures for its network of container terminals, and traffic remains weak. We remain negative on CMHI's...
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