KOSPI 200 Daily Movers: Doubleu Games, HMM, SKC, & Doosan Infracore
This post is a daily update on the KOSPI 200 movers. It is based on the price performances at 11 AM in Korea local time.
256 Views
TRACKING TRAFFIC/Containers & Air Cargo: Spot Vs 'Achieved' Rates | Fuel Prices Up | US Retail Weak
Although December container volumes and average pricing improved, we see increasing risks, including rising fuel prices and lackluster US retail...
395 Views
ZIM at IPO Price Range Looks Reasonable Vs Peers, But Should Investors Add Container Exposure Now?
ZIM at the mid-point of its IPO price range does not look expensive, but the bigger question is: why add container exposure near the peak of the...
396 Views
Planned ZIM IPO: Opportunistic Listing Near Cycle Peak for Minor Industry Player
ZIM is pursuing an IPO in the US as the container shipping cycle is approaching a peak. In this note we attempt to give investors context that...
365 Views
The Shaky Assumptions Behind Recent Strong Performance of Asian Container Carriers
Container carriers have performed very well since mid-2020, and we concede we underestimated the strength of spot rates in recent weeks. But...
447 Views