National Assembly 4 Year Cycles & Its Impact on Korean Construction Stocks
Because construction and real estate represent such a large component of the total economy in Korea, we have noticed that there tends to me much...
368 Views
Container Leasing 2016 - Outlook Remains Placid
 Stocks down on gloomy industry outlook Source: Bloomberg, DMER Investors suffered massive wealth erosion in 2015, as share prices of container...
1.3k Views
Tanker Shipping-2016 - Moderation Likely but It Ain't over Yet, The Preferred Investment In Shipping
Moderation likely but it ain't over yet Source: Bloomberg, DMER The uptrend in share prices that started in the tail end of FY14 continued in 2015...
377 Views
Container Equipment Mergers Here: TAL Int'l to Merge with Triton
Our theme has been to expect some mergers in container equipment and transport equipment owners. NOL and Chinese carriers are also exploring...
391 Views