Brokers' Take

ANALYSTS' TAKE

01 November 2004
The Straits Times

'With another four vessels scheduled to arrive in 2005 and 2006, net capacity will still be rising. Going forward ... Cosco's charter contract negotiations should achieve strong rate revisions. Outperform reiterated.'

- CLSA, in an Oct 20 report

'We like Cosco for its strong market position as a state-owned shipping company ... Over the last two years, Cosco has been transformed into a key proxy for China's booming ship-repair sector.'

- GK Goh, in a Sept 17 report