Sinotrans (598 HK): Ready for a Blowout?
We see room for Sinotrans Limited H (598 HK) to have a substantial catch up in share price upon its release of the 1H20 result set for the end of...
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TRACKING TRAFFIC/Containers & Air Cargo: No, Virginia, Container Rates Are NOT Spiking!
Contrary to recent media reports, there is no evidence in the June numbers of an alleged spike in container rates in the Pacific. In fact, our...
365 Views
TRACKING TRAFFIC/Containers & Air Cargo: Covid19 Trade Oddities | Box Rates Dip | Air Cargo Pops
It's no secret that Covid19 has distorted trade patterns in 2020. These distortions have led to some odd container shipping and air cargo numbers...
416 Views
Hong Kong Port Sector: Impact of US Removing Preferential Customs Treatment
The likely removal of preferential treatment to Hong Kong as a separate customs and travel territory by the US will have negative impact on HK port...
482 Views
Sinotrans (0598 HK): China Merchants Group to Increase Stake - A Target for Privatisation?
China Merchants Group Limited (CMG), the ultimate parent of Sinotrans Limited H (598 HK), announced its plan to increase its stake in Sinotrans by...
427 Views