Container Shipping: Demand Weak, But Supply Side Taking Needed Steps; Hanjin Sold; Focus On OOIL
In our comments on the global container shipping segment, we have until recently argued that players on the supply side -- liner operators and...
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Trump's Victory, The Danger of Certainty, and an Actionable Idea: Get Short US Int'l Trade Flows
Trump stuns with a comfortable win: Last night Donald Trump won the US presidency, edging out Hillary Clinton in several swing states to secure...
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Organic Growth at China Merchants Port, Cosco Shipping Ports Remains Weak. Acquisitions? Expensive!
In line with September's macro numbers (see China: Exports Fall but Reforms Apace and Chinese Trade Data Recap: It Isn’t Pretty), organic growth...
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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,...
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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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