You Are Here--> Taiwanese & Japanese Container Carriers' Recovery & Valuations Since Hanjin's Demise
In this note we aim to show investors how far the Taiwanese long-haul container carriers and their Japanese rivals have come since Hanjin Shipping...
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Hanjin (180640 KS): The Sky Is the Limit for This Transport Titan
Improving asset turnover, strong sales momentum, and slow assetgrowth relative to its sector Signed MoU for fully integrated transpacific JV...
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Kerry Logistics Network: An Attractively Diverse Portfolio...Or Just Maddeningly Unfocused?
OverviewFor a stock that seemingly has a lot going for it -- attractive valuations, exposure to Chinese domestic logistics, overwhelmingly positive...
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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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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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