Primer: Shanghai International Port Group (600018 CH) - Sep 2025
Dominant Market Leader with Strategic Importance: As the exclusive operator of the Port of Shanghai, the world's busiest container port for 15...
27 Views
Revisiting China Merchants Ports (144 HK)
For now, I would expect CMG to continue to chip away at CMP (144 HK)'s minorities - it currently holds 72.02%, up from 63.09% when the...
526 Views
Short ZIM Against Long Position in China Merchants Port Hldgs | 2025 High Conviction
We believe container shipping price momentum is waning. Pairing a short position in carrier ZIM against a long position in terminal operator CMPH...
715 Views
CX Daily: China-Latin America Ties Deepen Amid Boom in Cross-Border Auto Trade, E-Commerce
China-Latin America / In Depth: China-Latin America ties deepen amid boom in cross-border auto trade, e-commerce Twenty-five kilometers north of...
462 Views
Shanghai Port’s Shipping Service Spinoff Surges 58.6% in Strong Debut
Shanghai Jinjiang Shipping Group Co. Ltd. , the shipping business unit of Shanghai International Port Group, gained 58.6% in its trading debut in...
424 Views