Monthly Container Shipping Tracker | Spot Rates Weaker Ahead of LNY | Suez Canal Re-Opening Update
Underlying supply-demand conditions for deep sea container carriers remain weak, with poor US consumer sentiment and rapid capacity growth. A Suez...
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Monthly Air Cargo Tracker | Conditions Improved in November | But Improvement Could Be Short-Lived
Based on a wide range of sources, air cargo market conditions in the Transpacific generally improved in November. But we believe the nascent...
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Update on Potential Transaction For Israeli Container Carrier ZIM | Still Unlikely, in Our View
ZIM's shares have surged over the past few months on speculation of a major deal, but we still see big obstacles that make a transaction unlikely...
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Monthly Container Shipping Tracker: Recent Improvement in Price Likely to Dissipate Soon
Although price momentum improved in recent weeks, we believe profit margins and returns for deep-sea container carriers will continue to...
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A Review of Tender Offers in Korea in 2025
In this insight, we review the major tender offers of Korean companies in 2025. The share prices of these tender offers were up on average 14.9%...
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