DFRS Trading Idea 2017 #2 - Yang Ming Marine - High Leverage Is a Big Red Flag (Update 1)
Earlier last week, we highlighted YMM's debt burden with the company taking the slot left vacant by Hanjin Shipping, as the company with the most...
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DFRS Trading Idea 2017 #2 - Yang Ming Marine - High Leverage Is a Big Red Flag and a Great Concern
DFRS Trading Idea 2017 #2 - Yang Ming Marine Transport Corp (2609 TT, Unattractive, NTD 3.5 ) - High leverage is a big red flag and a great...
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Surging Momentum of Consolidation Will Soon Force Response from Asia's 'Leftover' Container Carriers
A series of announced mergers and acquisitions in the global container shipping industry will soon pare the industry down to six large global...
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'The Trump Call' May See Taiwan Airlines Hurt; Short EVA Against Long Position in Evergreen Marine
A brief congratulatory phone call from ROC President Tsai Ing-wen to US President-elect Trump last Friday has angered Chinese officials, who view...
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Container Shipping: Demand Weak, But Supply Side Taking Needed Steps; Hanjin Sold; Focus On OOIL
In our comments on the global container shipping segment, we have until recently argued that players on the supply side -- liner operators and...
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