Quiddity Weekly H/âA: Share Discounts & Southbound Flows 20180119
This is a new H/A Spread monitor project which attempts to give a brief look at recent changes in H-Share and A-Share spreads based on various...
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Surging Momentum of Consolidation Will Soon Force Response from Asia's 'Leftover' Container Carriers
A series of announced mergers and acquisitions in the global container shipping industry will soon pare the industry down to six large global...
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Hanjin Shipping Aftermath:Â Which Carriers Are Most Stressed? And What's Next For The Sector?
In this note we attempt to add to Smartkarma's coverage of Hanjin Shipping Co Ltd (117930 KS)'s recent bankruptcy filings in South Korea and the...
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China Shipping Container Lines ... RIP; and Other Reports on the COSCO Mess
Most of the feedback that came in was in reaction to the downside in China Shipping Container Lines (2866 HK). Some people are pissed. Â We saw the...
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COSCO Emerges with a Plan and Purer Container Plays (Yet More Disclosures Needed)
A first look at COSCO and China Shipping restructuring, with a focus on containers reveals reorganization is generally along the lines expected...
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