Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Equity Bottom-Up

<p>In line with September's macro numbers (see <a href="https://www.smartkarma.com/insights/china-exports-fall-but-reforms-apace" target="_blank" data-smartkarma-citation="insights:6500">China: Exports Fall but Reforms Apace</a> and <a href="https://www.smartkarma.com/insights/chinese-trade-data-recap-it-isn-t-pretty" target="_blank" data-smartkarma-citation="insights:6443">Chinese Trade Data Recap: It Isn’t Pretty</a>), organic growth reported by the two largest Chinese port operators remained weak last month. In this note we quickly review September throughput numbers for both <a href="https://www.smartkarma.com/entities/15155" target="_blank" data-smartkarma-citation="entities:15155:1">China Merchants Port Holdings Company Ltd. (144 HK)</a> and <a href="https://www.smartkarma.com/entities/360" target="_blank" data-smartkarma-citation="entities:360:1">COSCO Pacific Ltd (1199 HK)</a>. We point out that while organic growth at Chinese ports remains weak, the alternative to growing organically (ie, growth via…</p>

In line with September's macro numbers (see China: Exports Fall but Reforms Apace and Chinese Trade Data Recap: It Isn’t Pretty), organic growth reported by the two largest Chinese port operators remained weak last month. In this note we quickly review September throughput numbers for both China Merchants Port Holdings Company Ltd. (144 HK) and COSCO Pacific Ltd (1199 HK). We point out that while organic growth at Chinese ports remains weak, the alternative to growing organically (ie, growth via…

Organic Growth at China Merchants Port, Cosco Shipping Ports Remains Weak. Acquisitions? Expensive!

Greece

Piraeus Port Authority SA manages the Piraeus harbor. The Company provides services such as loading and unloading cargo, warehousing, and transportation of cars. Piraeus Port Authority offers electricity, water, and other services. Piraeus Port Authority responsible for maintaining the port and controlling the movement of ships.

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Piraeus Port Authority Sa (PPA GA)

Organic Growth at China Merchants Port, Cosco Shipping Ports Remains Weak. Acquisitions? Expensive!

In line with September's macro numbers (see China: Exports Fall but Reforms Apace and Chinese Trade Data Recap: It Isn’t Pretty), organic growth...

Daniel Hellberg

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