Monthly Container Shipping Tracker | Rates Depressed, Stable | Worst of 'Storm' Passed (July 2023)
Our research tracking container rates and profitability suggests that the worst of the storm has passed, and that we should see easier Y/Y comps...
588 Views
Monthly Container Shipping Tracker | Rates Stable | Strike Averted | Fuel Prices Lower (June 2023)
We are gaining conviction in our view that market conditions have bottomed for long-haul carriers, and that their shares appear depressed compared...
640 Views
Monthly Container Shipping Tracker | Price, Volume Declines Moderate | Fuel=Tailwind (May 2023)
April numbers show Y/Y declines in revenue and throughput are moderating. In addition, lower fuel prices could provide a tailwind in the remainder...
554 Views
MSCI South Korea Index Earning Revision (Nov): ORION, KEPCO, LG Energy Solution, ECOPROBM, NAVER
We analyzed MSCI South Korea's consensus for Nov 2025 and highlighted changes of EPS in ORION (271560 KS), KEPCO (015760 KS), LG Energy Solution...
197 Views
POSCO Holdings: Selling Remaining Stake in Nippon Steel in a Block Deal Sale
After the market close on 25 November, it was reported that POSCO Holdings is selling its remaining stake in Nippon Steel Corporation in a block...
401 Views