Hutchison Port Holdings Trust (HPHT) – Dividend Buoys Interest, but Not for Long
Hutchison Port Holdings Trust (HPHT) – Dividend Buoys Interest, but Not for LongIn our earlier update on HPHT, we were concerned that the dividend...
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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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Rolling Stock and Railway Track
Despite winning several big orders, Chinese-supplied railway rolling stock does not have the best of reputations in Asia, whilst several...
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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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Takeaways from ASEAN - Investment Opportunities
Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos. ASEAN is a critical component of SE Asian stability, partnership with...
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