ENTITY
China Merchants Port

China Merchants Port (144 HK)

158
Analysis
IndustrialsHong Kong
China Merchants Holdings International Company Limited, through its subsidiaries and associated companies, operates container and cargo terminals, port transportation, and airport cargo handling. The Company also manufactures containers, paint, and trailers as well as operates toll road, shipping, property, and dealing securities businesses.
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22 Sep 2024 07:57

Monthly Container Shipping Tracker: Strong Price Momentum Likely to Moderate in Q4

We believe the strong year-to-date price momentum enjoyed by most container carriers may moderate in Q4, which would make it difficult for some of...

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15 Sep 2024 10:19

A Potential October Strike at US East & Gulf Coast Container Ports Is Unlikely to Be Impactful

Although workers at US East and Gulf Coast ports could strike in October, for several reasons we believe the impact of a strike will be quite limited.

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29 Jul 2024 12:30

Monthly Container Shipping Tracker | Pricing Still Firm | Spot Rates Fall | Closed Pair (July 2024)

In June, price momentum and volume growth remained firm, but in July we've seen some spot rates dip. Mainly due to share price movements, we have...

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19 Jun 2024 11:52

Monthly Container Shipping Tracker | Pricing Surged in May | Did Volume Growth Wobble? | (June 2024)

Deep-sea container shipping price momentum surged in May, even though volumes into the North American West Coast slowed. We think this is a head...

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27 May 2024 07:56

Monthly Container Shipping Tracker | Pricing Still Firm | Share Prices Converging | (May 2024)

Average deep-sea rates and traffic remained firm in April. The L/S pair trades we suggested back in mid-March? One of them has worked out quite well.

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