Maersk Q325 Results: Core Ocean Down 55% Y/Y | Downbeat Guidance from Management | Q425 Losses?
Maersk reported decent Q3 numbers last week, but management's downbeat tone & new guidance that suggests EBIT loss in Q4 should raise alarm bells...
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Monthly Container Shipping Tracker | Momentum, Volume Still Weak | Suez Restoration? (October 2025)
Price momentum and North American inbound demand both remained weak in September, and we believe a new ceasefire raises the likelihood of a Suez...
628 Views
Addressing Go-Private Rumors Surrounding ZIM | Near-Term, We Think a Transaction Is Unlikely
Despite the rumors floating around in Israel's financial media, we believe a go-private deal for Israeli deep-sea container carrier ZIM is unlikely...
524 Views
Primer: Nippon Yusen Kk (9101 JP) - Sep 2025
Diversified Shipping Major with Strong Market Positions: Nippon Yusen Kabushiki Kaisha (NYK Line) is a global logistics powerhouse with a...
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Monthly Container Shipping Tracker | Sept 1 Rate Increase Failed, Rates Still Down | September 2025
August and September data show clearly that deep-sea ocean freight rates remain under downward pressure. We believe Q325 carrier earnings may...
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