What's Wrong With Yang Ming Marine? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma (SMARTKARMA SP). Not surprisingly, a few readers...
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TRACKING TRAFFIC/Containers & Air Cargo: March Box Rates Stagnate | WC Box, Air Cargo Activity Slows
Tracking Traffic/Containers & Air Cargo is a hub for all of our research on container shipping and air cargo, featuring analysis of...
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Container Shipping Sector: Six Months of Declining Share Prices Explained in Three Charts
We began to turn cautious on container shipping last Summer and became more negative as Summer turned to Fall. Our view was that average freight...
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Kerry Logistics Network: Still Struggling to Convert Revenue Growth into Higher Profits in H1
Last week Kerry Logistics Network Ltd (636 HK) reported a disappointing set of H1 results that reinforce our growing concerns about its lack of...
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Pacific International Lines' MD Discusses Container Sector Consolidation: 'Fewer Weddings' in 2017
On Tuesday morning we spoke to Mr. S.S. Teo, Managing Director of Pacific International Lines (PIL). PIL is a private, family-owned container...
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