ENTITY
Ningbo Port

Ningbo Port (601018 CH)

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Analysis
Industrials • China
Ningbo Port Company Limited primarily provides container, iron ore, crude oil and other cargo handling and related services. The Company also provides integrated logistics and other businesses.
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•13 Oct 2016 17:45

DMER - LPG Shipping - Headwinds to Persist in FY17

Strong supply growth on account of high vessel deliveriesscheduled in FY16/FY17 will continue to keep the LPG shipping market in imbalance. On the...

bearish•Macroeconomics
•13 Oct 2016 17:28

Chinese Trade Data Recap: It Isn't Pretty

Chinese trade data is out and it is very difficult to spin these numbers as anything less than very disappointing.  Arguably the best thing that...

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•12 Oct 2016 10:26

Commercial EVs and Autonomous Vehicles in China: Pace of Adoption May Surprise (Part 1 of 3)

Chinese commercial fleets feature characteristics that will make the mass adoption of electric vehicles (EVs) surprisingly rapid -- provided the...

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•04 Oct 2016 10:29

DMER - Chinese Port Operators 2.0 - Pearl River Delta, Yangtze River Delta and Bohai Rim, HK Update.

In our update yesterday, https://www.smartkarma.com/insights/dmer-chinese-port-operators-avoid-bottom-fishing-in-troubled-waters, we looked at the...

•03 Oct 2016 17:28

DMER - Chinese Port Operators - Avoid Bottom-Fishing in Troubled Waters

DMER - Chinese Port Operators – Avoid Bottom-Fishing in Troubled WatersIn our mid-summer report we had highlighted the port sector’s valuations...

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