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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Building a Rules Based Perpetual Portfolio(Incl Global Investor Q & A)
It is no easy task generating decent relatively low-risk long-term returns portfolio. Over the last decade I have put a lot of thinking into...
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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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DMERÂ - Maritime Financial Insights - Â July 2016
Dry bulk normalisation continues; Tankers trend down in line with our expectations, Introduce Offshore sector Dry bulk stocks impacted by market...
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Container Shipping - 2016 Another Record Likely, This Time on Scrapping
Container Shipping - 2016 Another Record Likely, This Time on ScrappingMore containership capacity is being demolished than ever before, including...
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