【出版时间及名称】：2010年2月亚洲集装箱海运行业研究报告
【作者】：野村证券
【文件格式】：PDF
【页数】：60
【目录或简介】：

Contents
Key changes, stock rationale and upcoming catalysts 3
Demand the key driver for changes 4
Value emerging but be selective 6
Transpacific and capacity discipline the key 6
Valuation — selective value emerging 7
Valuation table 8
Asian container shipping sector valuation charts 9
Transpacific — the next focus 11
Demand — economic data points to continue rebound 12
Supply — carriers continue to be disciplined 15
Freight rates — focus on transpacific 17
Valuation and risks 20
Valuation methodology 20
Investment risks 21
Latest company views
China COSCO 22
China Shipping Container Lines 26
Evergreen Marine 30
Hyundai Merchant Marine 34
Neptune Orient Lines 38
Orient Overseas International 42
Wan Hai Lines 46
Yang Ming Marine 50