Key 2023 Trends & Themes in Asian Express, Containers, Tourism | Plus A Peak Into 2024
In this insight we look at the important trends and themes we've covered this year in the express, containers, and tourism sectors. We also...
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US PPI: Tailwinds from Transportation Price Collapse Set to Subside in H2 2023
Falling costs for multiple modes of transportation have provided a strong "tailwind" to US PPI, which has declined steadily over the past 15...
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Maersk Q226 Results: Price Gains Exceeded Fuel Cost Increases (By a Lot) | Guidance Lifted Again!
Maersk pushed price hard in Q226, more than offsetting high and rising fuel costs. The company also bumped up FY26 guidance for the second time in...
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MS-South Korea Index Earning Revision (Jul): KAL, SK Hynix, LG Display, SK Innovation, SKSQUARE
We analyzed MS-South Korea's consensus for Jul 2026 and highlighted changes of EPS in KAL, SK Hynix, LG Display, SK Innovation, SKSQUARE, Shinhan...
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KOSPI 200 & KOSDAQ 150 Rebalancing in June Update
In this insight, we provide additional insights regarding the upcoming KOSPI 200 and KOSDAQ 150 rebalancing. According to the KRX, it plans to...
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