Maersk Q324 Results: Giant Dane Finally Joins the Party, But Read-Through for Industry Is Limited
Maersk reported a scary-good set of quarterly results on Halloween! But many of its peers have been enjoying similar price-driven improvements in...
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Monthly Container Shipping Tracker: As Momentum Wanes, Best to Avoid Carriers' Shares (October 2024)
In September's data there are clear signs of sharply slowing momentum in the global container trades. We recommend avoiding shares of the carriers...
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Charts & Context | From Here, What Can Get Better for Container Carriers? | Reduce Sector Exposure
We believe container rates will continue to moderate in the near-term, and that in the absence of improving rates investors should look to reduce...
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Monthly Container Shipping Tracker: Strong Price Momentum Likely to Moderate in Q4
We believe the strong year-to-date price momentum enjoyed by most container carriers may moderate in Q4, which would make it difficult for some of...
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A Potential October Strike at US East & Gulf Coast Container Ports Is Unlikely to Be Impactful
Although workers at US East and Gulf Coast ports could strike in October, for several reasons we believe the impact of a strike will be quite limited.
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