StubWorld: The Rising Tide As China Merchants Port Recovers
A double-dose of StubWorld this week: Port operators, including China Merchants Port (144 HK) ("CMPH"), have rebounded from 2019 lows amidst a...
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Cosco Shipping Ports (HK: 1199): Valuation Dented by Trade War, Expect Moderate Recovery
The company’s throughput data reported a lower growth of 4.6% in 3Q19 (vs 11.8% in 3Q18). Uncle Sam’s effort to tame the dragon seems to be taking...
493 Views
Dalian Port And "Truth In Statements"
The Composite Document for China Merchants Group Limited's (CMG) Offer for Dalian Port (Pda) Co Ltd H (2880 HK) was dispatched on the 5th...
616 Views
Dalian Ports' Unconditional MGO
The Composite Document for China Merchants Group Limited's (CMG) Offer for Dalian Port (Pda) Co Ltd H (2880 HK) has now been dispatched. The...
741 Views
HK Connect Ideas: Highlight of Hang Seng Quarterly Review (2019-08-16)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
584 Views