Transport Sector, China and Asia-focused Research

Charles De Trenck

Equity Bottom-Up

<p>In the real physical world, not the sometimes Potemkin land of equities, industries like container shipping continue to struggle. <a href="https://www.smartkarma.com/entities/22428" target="_blank" data-smartkarma-citation="entities:22428:1">AP Moeller - Maersk A/S (MAERSKB DC)</a>  and <a href="https://www.smartkarma.com/entities/801" target="_blank" data-smartkarma-citation="entities:801:1">Orient Overseas Intl Ltd (316 HK)</a>  are certainly equity players that survive and fare better than most, even as they face their own challenges.</p><p>Maersk shares are basically flat over 12 months after digesting lower earnings and a further breakout of divisions. OOIL shares are down some 20%, following a short-lived 25+% trading…</p>

In the real physical world, not the sometimes Potemkin land of equities, industries like container shipping continue to struggle. AP Moeller - Maersk A/S (MAERSKB DC)  and Orient Overseas Intl Ltd (316 HK)  are certainly equity players that survive and fare better than most, even as they face their own challenges.Maersk shares are basically flat over 12 months after digesting lower earnings and a further breakout of divisions. OOIL shares are down some 20%, following a short-lived 25+% trading…

Hanjin's Long Tail, and Real World Fallout … and a Window from Triton Container Presentation Deck

Hong Kong

Seaspan Corp. operates a fleet of containerships.  The Company's ships are chartered to customers on a long-term fixed-rate basis.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Seaspan (SSW US)

Hanjin's Long Tail, and Real World Fallout … and a Window from Triton Container Presentation Deck

In the real physical world, not the sometimes Potemkin land of equities, industries like container shipping continue to struggle. AP Moeller -...

Charles De Trenck

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)