Primer: Hapag-Lloyd (HLAG GY) - Aug 2026
Hapag-Lloyd is navigating a challenging market characterized by freight rate normalization and significant overcapacity following the...
92 Views
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...
368 Views
SITC International (1308 HK): A Charming 1H25
SITC issued a positive profit alert for FY25, suggesting its net profit will be between US$1.2bn and US$1.23bn (+16% to 18.0% YoY). This is 1-3%...
620 Views
Taiwan's Deep-Sea Carriers Saw Revenue Decline Y/Y in April, First Time Since Dec-2023 | Stay SHORT!
April revenue figures from Evergreen and Yang Ming suggest a sharp deterioration in fundamentals, which has not been reflected in YTD or Y/Y share...
376 Views
Spot Container Rates Surge | New Fees Also Boosting Carrier Revenue | Increases Could Lift '24 Rates
Spot container rates have surged, and carriers are also benefitting from newly-imposed ancillary charges. It's possible the ongoing conflict in the...
810 Views