Seaspan SSW Hits the Wall. A Bit Late. But Time to Heed Lessons of Teekay Tankers
I've been shouting on rooftops and especially to management for several months. Seaspan Corp. (SSW US) needs to do what others have done: Slash the...
308 Views
Shipping Stocks Go Bananas, the Worst Rising the Most
DRYS has now spiked (before suspension) more than 2000% post Trump and as the BDI (Baltic Dry Index) popped above 1,000. Most of the trading...
430 Views
Shipping Royalty Tanks (Reasons Behind Seaspan's Correction)
At this point in the cycle, we could say that just about all shipping companies have sailed into the Bermuda Triangle. Seaspan Corp. (SSW US), one...
350 Views
Three Japan Giants to Combine Container Assets; Positive in Long-Term, Musical Chairs For Now
What's the deal? Japan's three largest shipping companies -- Nippon Yusen Kk (9101 JP), Mitsui Osk Lines Ltd (9104 JP), and Kawasaki Kisen Kaisha...
324 Views
Hanjin's Long Tail, and Real World Fallout … and a Window from Triton Container Presentation Deck
In the real physical world, not the sometimes Potemkin land of equities, industries like container shipping continue to struggle. AP Moeller -...
348 Views