HMM (011200 KS/Buy)Higher Freight Rates Vs. Rising Costs
For 2Q26, HMM reported revenue of W3.4tr (+29.7% YoY) and operating profit of W354.1bn (+52% YoY), with the latter falling slightly short of the...
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Primer: HMM Co., Ltd. (011200 KS) - Aug 2026
HMM is South Korea's flagship container carrier and a significant player in the global shipping industry, operating a diverse fleet and...
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Hapag-Lloyd Announced US$4.2 Bn Bid for Israel's ZIM | Unfortunately, We Can't Get the Math to Math
The deal doesn't make financial sense unless EBITDA margins average 20% or better over the next 15 years, which is more than current margins and...
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Taiwan's Deep-Sea Carriers Saw Revenue Decline Y/Y in April, First Time Since Dec-2023 | Stay SHORT!
April revenue figures from Evergreen and Yang Ming suggest a sharp deterioration in fundamentals, which has not been reflected in YTD or Y/Y share...
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TS Lines Pre-IPO | Slimming Down Fleet | Intra-Asia Market Update | Latest From Key Comp Wan Hai
Intra-Asia container carrier TS Lines filed to list its shares in Hong Kong (again) at the end of May, and its filing included full-year 2023...
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