The Hanjin Fallout Re-Examined
There came to light this week complaints from a Korean politician on how Hanjin Shipping Co Ltd (117930 KS) was allowed to go bankrupt. But the...
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Dry Bulk Market on Strong Footing, While Tanker/Gas Shipping Rates up on Seasonal Demand
Credit markets: Global yields reached their lowest levels in a year this September, driven by the sustained low interest rate environment and the...
355 Views
HMM's Massive Rights Offering - Specifics & Intentions (Why? & Why No to BlackRock)
Hyundai Merchant Marine (011200 KS), HMM for short hereinafter, decided to do a ₩693.6bil capital increase through new rights offering. HMM's...
328 Views
Container Shipping - A Rising Tide Floats All Boats
Supply-demand balance still delicate, but better than last two years. The balance between supply and demand is still wafer-thin, which has had its...
308 Views
Evergreen Marine: Not Really So Complex After All, & Cheap on EV/Capacity
Institutional investors have long shied away from owning Evergreen Marine Corp Ltd (2603 TT)Â for two reasons unrelated to the container shipping...
577 Views