Maersk Q226 Results: Price Gains Exceeded Fuel Cost Increases (By a Lot) | Guidance Lifted Again!
Maersk pushed price hard in Q226, more than offsetting high and rising fuel costs. The company also bumped up FY26 guidance for the second time in...
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Primer: AP Moller - Maersk A/S (MAERSKA DC) - Aug 2026
Integrator Strategy at a Crossroads: A.P. Moller - Maersk is aggressively pursuing its transformation from a pure ocean carrier to an...
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Suez Watch: Massively Rising Container Freight Rates, While Dry Bulk, LNG and Crude Rates More Muted
Takeaways upfront No container shipping through Suez towards Europe and price increases ahead; Energy and dry bulk shipping is still alive...
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China Pair Trade Update: Long SITC Intl (1308 HK), Short OOIL (316 HK)
OOIL faces a weaker outlook than SITC, with higher expenses and less attractive metrics. SITC offers a higher dividend yield and a lower...
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Hapag-Lloyd Announced US$4.2 Bn Bid for Israel's ZIM | Unfortunately, We Can't Get the Math to Math
The deal doesn't make financial sense unless EBITDA margins average 20% or better over the next 15 years, which is more than current margins and...
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