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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Dry Bulk Shipping - Turning Neutral as Normalisation Takes Hold
I would direct readers to our thematic pieces earlier this year, (https://www.smartkarma.com/insights/shipping-has-to-become-boring-again) and...
333 Views
Container Shipping - Recovery Further Away as Industry Re-Alignment Continues
In our 2016 outlook report released in February...
244 Views
Port Operators - Valuations Downshift on Structural Changes
Since the GFC, the global port operators have been under-performing the MSCI world index. The divergence has increased in the last 18 months and is...
453 Views
Global Logistic Properties (GLP:SP) May Provide an Antidote to China's Congestion Woes
A transportation network built to serve external trade frustrates Chinese domestic logistics customers, whose needs differ from those of importers...
665 Views