Monthly Container Shipping Tracker | Spot Rates Weaker Ahead of LNY | Suez Canal Re-Opening Update
Underlying supply-demand conditions for deep sea container carriers remain weak, with poor US consumer sentiment and rapid capacity growth. A Suez...
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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...
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A Tender Offer for Asian Terminals by Maharlika Investment Corp (Philippines Sovereign Wealth Fund)
Maharlika Investment Corp. (MIC) announced its intentions to launch a tender offer for shares of Asian Terminals (ATI PM).
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Maersk Q325 Results: Core Ocean Down 55% Y/Y | Downbeat Guidance from Management | Q425 Losses?
Maersk reported decent Q3 numbers last week, but management's downbeat tone & new guidance that suggests EBIT loss in Q4 should raise alarm bells...
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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...
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