TRACKING TRAFFIC/Containers & Air Cargo: Rates Rose in January, But Margins Remain Under Pressure
Our index suggests average container shipping rates increased by around 6.6% in January. This is the largest YoY increase for our index since June...
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AP Moller Maersk (MAERSKb): Assessing the Stock Price Development
While the market was looking brighter in the latter half of 2019, when most of the liner companies posted profits, it has taken a U-turn since...
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TRACKING TRAFFIC/Containers & Air Cargo: For Most Box Carriers, Profitability Likely Already Peaked
In H119, container shipping rates in the key Transpacific Eastbound tradelane held up well despite tepid demand, as fleet expansion in most of 2019...
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Maersk(Maerskb): Resilience on Display
AP Moller Maersk (APMM) reported its 3Q19 numbers on 15 November, 2019. The group reported its second successive profit of USD 520 mn from...
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Container Shipping: The Good, the Bad, and the Ugly
Carrier fortunes have been subjected to a rollercoaster ride since mid-2018 as the trade war and tariffs between the US and China have fueled...
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