Container Shipping - Coronavirus and Initial Thoughts
Most of the shipping stocks fell in the third week of January after the breakout of the corona virus caused multiple casualties in China....
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HSI Index Earning Revision (May): ICBC, MEITUAN, BYD Electronic, LI AUTO, XIAOMI, CCB, Kuaishou
We analyzed HSI's consensus for May 2026 and highlighted changes of EPS in ICBC, MEITUAN, BYD Electronic, LI AUTO, XIAOMI, CCB, Kuaishou.
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Maritime Financial Insight -Â July 2018
Credit markets75% of maritime bonds have fallen in value in the first half of 2018Bondholders have seen losses in the first six months of the year....
661 Views
Frankenstein WACCs. False Idols of Equity, Debt (And Shipping Interview with Sr. Investor)
I recently witnessed a typical mistake in using EV (enterprise value; short form, market cap + net debt), where the author used it interchangeably...
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Container Shipping 2018 - Demand Buoyancy Drives Positive Outlook
SummaryThe major indicators of container shipping in 2017 remained more firm than in 2016. The y/y comparisons for many data sets depict robust...
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