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...
420 Views
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...
371 Views
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
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...
628 Views
Addressing Go-Private Rumors Surrounding ZIM | Near-Term, We Think a Transaction Is Unlikely
Despite the rumors floating around in Israel's financial media, we believe a go-private deal for Israeli deep-sea container carrier ZIM is unlikely...
524 Views