(1308.HK, $5.3bn market cap, $16m ADVT, 48% float)
I don't think I have come across this shipping stock before... I included your write-up in my Emerging Market Links + The Week Ahead (April 29, 2024) for today: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-april-29-2024
Thanks for this research. Nice to see that there are high quality [well managed] companies even in "no moat" industries like this one (and the parallel with Ryanair in Airlines seems particularly apt).
I don't think I have come across this shipping stock before... I included your write-up in my Emerging Market Links + The Week Ahead (April 29, 2024) for today: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-april-29-2024
Thanks for this research. Nice to see that there are high quality [well managed] companies even in "no moat" industries like this one (and the parallel with Ryanair in Airlines seems particularly apt).