TRACKING TRAFFIC/Containers & Air Cargo: Evergreen's Q4 Loss | Who's Exposed to a 'Trade War?'
Tracking Traffic/Containers & Air Cargo is a hub for all of our research on container shipping and air cargo, featuring analysis of...
301 Views
'Trade War' Chatter & A Surprise Q4 Loss: Time to Revisit Long CAL/Short Evergreen Pair Trade
On the afternoon of Friday, March 23rd, Evergreen Marine Corp Ltd (2603 TT) reported FY17 preliminary results, which show the company made...
286 Views
Frankenstein WACCs. False Idols of Equity, Debt (And Shipping Interview with Sr. Investor)
I recently witnessed a typical mistake in using EV (enterprise value; short form, market cap + net debt), where the author used it interchangeably...
234 Views
TRACKING TRAFFIC/Containers & Air Cargo: Container Rates Keep Falling | Air Cargo Demand Firms
Tracking Traffic/Containers & Air Cargo is a showcase for all of our research on container shipping and air cargo, featuring analysis of...
300 Views
Container Shipping Sector: Six Months of Declining Share Prices Explained in Three Charts
We began to turn cautious on container shipping last Summer and became more negative as Summer turned to Fall. Our view was that average freight...
552 Views