Maersk FY25 Results and FY26 Guidance: Leading Carrier Expects FY26 EBIT Loss Due to Lower Rates
Maersk managed to hit FY25 guidance, but also issued downbeat FY26 guidance, including an expected EBIT loss (at mid-point of range). Conditions in...
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Monthly Container Shipping Tracker | Spot Rates Weaker Ahead of LNY | Suez Canal Re-Opening Update
Underlying supply-demand conditions for deep sea container carriers remain weak, with poor US consumer sentiment and rapid capacity growth. A Suez...
398 Views
HSI Index Earning Revision (Dec): MEITUAN, CCB, China Life, HENGAN INTERNATIONAL, LI AUTO, ICBC
We analyzed HSI's consensus for Dec 2025 and highlighted changes of EPS in MEITUAN (3690 HK), CCB (939 HK), China Life (2628 HK), HENGAN...
877 Views
Update on Potential Transaction For Israeli Container Carrier ZIM | Still Unlikely, in Our View
ZIM's shares have surged over the past few months on speculation of a major deal, but we still see big obstacles that make a transaction unlikely...
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Monthly Container Shipping Tracker: Poor Q3 Results, Weak Guidance, A Re-Opening of Suez? | AVOID
Weak pricing, declining earnings and cash flow, and the potential re-opening of the Suez Canal to ship traffic are all reasons to AVOID container...
388 Views