The Shaky Assumptions Behind Recent Strong Performance of Asian Container Carriers
Container carriers have performed very well since mid-2020, and we concede we underestimated the strength of spot rates in recent weeks. But...
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TRACKING TRAFFIC/Containers & Air Cargo: Volumes, Rates & Bunker All Firmer | Valuations Get Weird
Volumes and average freight rates firmed again in November, but so did fuel prices. Many shares of container carriers also jumped (again) this...
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Quiddity Weekly H/A: Share Spread Monitor as of 20 Nov 2020
The H-Share/A-Share monitor is published every weekend for the data ending the last trading day of the previous week. It includes all H-Share/A...
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TRACKING TRAFFIC/Containers & Air Cargo: October Rates Pop | LA Volumes Strong | Box Shortage?
Container rates rose again in October, and fuel costs remain low. Although carriers likely continue to enjoy solid profitability, we believe shares...
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Quiddity Weekly H/A: Share Spread Monitor 23 Oct 2020
Quiddity H/A Spread Monitor for the week ending 23 October 2020. Spreads widened in Consumer, narrowed in every other sector. Southbound were...
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