Primer: T.S. Lines (2510 HK) - Aug 2026
Focused Intra-Asia Strategy: T.S. Lines has carved out a niche in the competitive container shipping market by focusing on high-frequency,...
88 Views
China Pair Trade Update: Long SITC Intl (1308 HK), Short OOIL (316 HK)
OOIL faces a weaker outlook than SITC, with higher expenses and less attractive metrics. SITC offers a higher dividend yield and a lower...
240 Views
Hapag-Lloyd Announced US$4.2 Bn Bid for Israel's ZIM | Unfortunately, We Can't Get the Math to Math
The deal doesn't make financial sense unless EBITDA margins average 20% or better over the next 15 years, which is more than current margins and...
368 Views
TS Lines Pre-IPO | Slimming Down Fleet | Intra-Asia Market Update | Latest From Key Comp Wan Hai
Intra-Asia container carrier TS Lines filed to list its shares in Hong Kong (again) at the end of May, and its filing included full-year 2023...
1.3k Views
HONG KONG ALPHA PORTFOLIO: (March 2026)
Guoquan Food announced that management sold a 4.74% stake at a discounted price of $3.8 to boost the liquidity of the shares. We viewed the move...
265 Views