logo
Search orAI Icon𝛼SK
ENTITY
China Merchants Port

China Merchants Port (144 HK)

158
Analysis
Industrials • Hong Kong
China Merchants Holdings International Company Limited, through its subsidiaries and associated companies, operates container and cargo terminals, port transportation, and airport cargo handling. The Company also manufactures containers, paint, and trailers as well as operates toll road, shipping, property, and dealing securities businesses.
more
bearish•Cosco Shipping Ports
•05 Oct 2016 09:52

DMER - Chinese Port Operators 3.0 -Cosco Shipping Ports Our Top Pick, Dalian Port Least Favoured

In our earlier updates we looked at the macros of the Chinese port operators and key regional developments,...

Logo
Share
bearish•Thematic (Sector/Industry)
•04 Oct 2016 10:29

DMER - Chinese Port Operators 2.0 - Pearl River Delta, Yangtze River Delta and Bohai Rim, HK Update.

In our update yesterday, https://www.smartkarma.com/insights/dmer-chinese-port-operators-avoid-bottom-fishing-in-troubled-waters, we looked at the...

Logo
Share
bearish•Thematic (Sector/Industry)
•03 Oct 2016 17:28

DMER - Chinese Port Operators - Avoid Bottom-Fishing in Troubled Waters

DMER - Chinese Port Operators – Avoid Bottom-Fishing in Troubled WatersIn our mid-summer report we had highlighted the port sector’s valuations...

Logo
Share
bearish•Thematic (Sector/Industry)
•15 Sep 2016 17:44

DMER - Maritime Financial Insights - September 2016

• Credit markets: Global yields drifted lower in recent months, thanks to the low interest rate environment, ongoing stimulus imposed by the ECB as...

Logo
Share
bullish•Thematic (Sector/Industry)
•13 Sep 2016 12:26

DMER - Dry Bulk Shipping - Focus on "What's Working" from "What's Broken"

In our last update on the dry bulk sector in early summer, “Turning Neutral as the normalisation takes...

Logo
Share

Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.59.7

x