Monday, August 2, 2010

Marco polo

Results due 13 Aug, according to Bloomberg. Barge rates ultimately linked to BDI, so you might want to keep an eye out for that.

Aside from its shipyard and traditional tugs and barges business, Marco Polo could be a strong beneficiary of new cabotage rules in Indonesia, making them a preferred transport provider for the supply of coal to Indonesia's growing number of power plants.

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