2Q24 Quarterly results previews
We expect ADNOC Drilling to post 2Q24e shareholder’s profit of USD282mn, up 24% YoY and 3% QoQ. Along with the result, we expect the company to...
315 Views
Hong Kong Port Sector: Impact of US Removing Preferential Customs Treatment
The likely removal of preferential treatment to Hong Kong as a separate customs and travel territory by the US will have negative impact on HK port...
554 Views
Global Equity Strategy: Initial Low Established
Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the...
634 Views
Port Valuations Plunged into Overvalued Territory Spelled by Trade War Doom
As global port throughput suffered in 2018 the impact of the trade war began to show on manufacturing and trade activity in China, Germany and much...
526 Views
Drewry Ports Outlook 2019- Trade Concerns Keep Investor Appetite in Check
Financial performances of port operators came under the double-edged sword of weak macro and protectionist trade practices. As such, volume...
636 Views