【出版时间及名称】:2010年4月东南亚海运行业研究报告
【作者】:CIMB-GK证券
【文件格式】:pdf
【页数】:38
【目录或简介】:
Charts updated this week
Figure 1: Share price performance by sector
Figure 2: One week % change in share prices
Figure 3: Dry bulk freight rate trends
Figure 4: Baltic Dry Indices
Figure 5: Average bulk time charter equivalent rates (US$/day)
Figure 6: Baltic Dry Indices – long-term view
Figure 7: China’s iron ore imports and port inventories (mmt)
Figure 9: Shanghai weekly steel inventories (mmt)
Figure 11: Chinese automobile and white goods production (units)
Figure 12: Property market indicators in China
Figure 13: Box freight rate trends
Figure 14: HK-US West Coast (Los Angeles) spot freight rates (US$/FEU)
Figure 15: HK-US East Coast (New York) spot freight rates (US$/FEU)
Figure 16: China-North Europe spot freight rate index and growth (%)
Figure 17: China-Mediterranean spot freight rate index and growth (%)
Figure 18: Singapore container throughput (‘000 TEU)
Figure 19: Hong Kong container throughput (‘000 TEU)
Figure 20: Cosco Pacific’s container throughput in China (‘000 TEU)
Figure 22: US west coast inbound containers (TEU)
Figure 23: US west coast outbound containers (TEU)
Figure 23.1: OOIL operating statistics
Figure 24: Tanker freight rate trends
Figure 25: Baltic Tanker Indices
Figure 26: Average crude tanker time charter equivalent rates (US$/day)
Figure 27: Average clean time charter equivalent rates (US$/day)
Figure 28: Baltic Dirty and Clean Tanker Indices – long-term view
Figure 32: Bulk and tanker ship values – second-hand and newbuildings (US$ m)
Figure 37: Commodity prices and exchange rates
Figure 38: Bunker fuel (US$/MT) and crude oil prices (US$/barrel)
Figure 39: Iron ore import prices and China domestic iron ore prices (US$/MT)
Figure 40: China domestic steel prices (Rmb/MT)
Figure 41: Sector comparisons
Figure 42: Selected stocks’ P/BV (x) vs. ROE (%) matrix
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