Monthly Container Shipping Tracker: Recent Improvement in Price Likely to Dissipate Soon
Although price momentum improved in recent weeks, we believe profit margins and returns for deep-sea container carriers will continue to...
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Primer: Orient Overseas International (316 HK) - Oct 2025
OOIL is a core subsidiary of the state-owned COSCO SHIPPING, operating as a key entity within the world's fourth-largest container shipping...
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Monthly Container Shipping Tracker | Momentum, Volume Still Weak | Suez Restoration? (October 2025)
Price momentum and North American inbound demand both remained weak in September, and we believe a new ceasefire raises the likelihood of a Suez...
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Orient Overseas Intl (316 HK): Initial Warning Signs?
​Lower freight rates and load factor expansion signal a weaker outlook, with potential capacity return due to easing conflicts. FY25-26 forecasts...
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Orient Overseas Intl (316 HK): Something Seems Not Quite Right!
OOIL's share price surge is hard to justify as freight rates decline, volume decelerates and load factor contracts. Its P/B ratio is also above...
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