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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Asian Dividend Gems: Asian Terminals Inc
Backed by DP World (DPW DU), Asian Terminals (ATI PM) is one of the largest owners and operators of ports and related infrastructure in the...
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45,000 Indian Containers Disrupted by War: Which Indian Companies Are Most Exposed?
​Thousands of Indian containers stranded at sea due to West Asia conflict, risking billions in export cargo and causing surcharges to skyrocket for...
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Hong Kong Port Sector: Impact of US Removing Preferential Customs Treatment
The likely removal of preferential treatment to Hong Kong as a separate customs and travel territory by the US will have negative impact on HK port...
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Global Equity Strategy: Initial Low Established
Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the...
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