#ChinaMerchants
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pmarques35.bsky.social
[2/3] #Hambantota, géré par #ChinaMerchants, devient un carrefour stratégique de l’océan Indien. Les transbordements de véhicules ont augmenté de 26%. L’investissement de 41 millions de dollars dans de nouveaux portiques porte la capacité à 1 million de conteneurs. #geography #shipping #SriLanka
October 22, 2025 at 5:44 AM
breakbulk.bsky.social
The #GrimaldiGroup and #ChinaMerchants Shenzhen #RoRoShipping have joined forces to boost #carcarrier capacity and streamline global #logistics networks between Europe and China......
Grimaldi Group Partners with China Merchants Shenzhen RoRo to Strengthen Global Car Carrier Network
The #GrimaldiGroup and #ChinaMerchants Shenzhen #RoRoShipping have joined forces to boost #carcarrier capacity and streamline global #logistics networks between Europe and China......
breakbulk.news
October 24, 2025 at 9:23 AM
lloydslistdaily.bsky.social
Trade war carnage won’t sink shipping, says analyst eyeing new rally

telegra.ph/Trade-war-ca...

#Cosco #ChinaMerchants #PacificBasinShipping #HMM #PanOceanShipping #NYKLine #MitsuiOSKLines #KLine #Containers #AsiaPacific #Geopolitics #VLCC
Trade war carnage won’t sink shipping, says analyst eyeing new rally
INVESTORS shouldn’t abandon shipping just yet, argued analysts, despite panic selling amid escalating trade war rhetoric. Markets could mirror the strong rebound seen during recovery from the pandemic...
telegra.ph
April 8, 2025 at 2:51 PM
lloydslistdaily.bsky.social
Don’t make me do it: Beijing turns up pressure on CK Hutchison’s port deal

telegra.ph/Dont-make-me...

#CKHutchison #MSC #BlackRock #PSA #Drewry #CoscoShipping #ChinaMerchants #Hamburg #Ports #Logistics #Containers #AsiaPacific #China
Don’t make me do it: Beijing turns up pressure on CK Hutchison’s port deal
BEIJING has not spelled it out yet, but is sending an increasingly clear message to this effect through various channels: Li Ka-shing’s family and their flagship company CK Hutchison had better drop t...
telegra.ph
April 2, 2025 at 1:18 PM
lloydslistdaily.bsky.social
Strategic stakes: EU sharpens focus on Chinese port ownership

telegra.ph/Strategic-st...

#COSCO #ChinaMerchants #PanamaPortsCo #Hutchison #DPWorld #PortsAmerica #OrientOverseas #LongBeach #PSA #APMTerminals #MnSC #CMACGM #Felixstowe #Rotterdam #Hamburg #Antwerp #Valencia #Marseille #Piraeus
Strategic stakes: EU sharpens focus on Chinese port ownership
THE US has a history of targeting foreign port ownership, but Europe has traditionally been more accommodating of overseas investment, including from China. These investments have not only benefited C...
telegra.ph
February 24, 2025 at 1:30 PM
lloydslistdaily.bsky.social
No short-term Suez return expected for vehicle carrier sector

telegra.ph/No-short-ter...

#EasternPacificShipping #RayShipping #GramCarCarriers #MCS #HöeghAutoliners #WalleniusWilhelmsen #SamjooMaritime #Cosco #ChinaMerchants #SAIC #GrimaldiGroup #CapeOfGoodHope #GalaxyLeader #RedSea #Roro #Yemen
No short-term Suez return expected for vehicle carrier sector
GLOBAL vehicle carrier operators that previously utilised the Suez Canal route are exercising an understandably cautious approach towards any return, following the recent ceasefire agreement between I...
telegra.ph
January 24, 2025 at 12:00 PM
kautious.com
Tesla Q2: rev –12%, FCF –89%. Musk warns “rough quarters” yet pitches 100k Optimus/mo, Dojo2, 30¢ robotaxi miles. Street split: ChinaMerchants Hold 361, GS 300, Canaccord 333. At ~150× fwd P/E with tariffs & credit fade, TSLA = volatility + AI lotto. Hedge drag, rent gamma. #Tesla #TSLA
July 24, 2025 at 11:10 AM