TRACKING TRAFFIC/Containers & Air Cargo: Box Rate Hikes Likely To Fail | Ever See a Huge Pink Ship?
Tracking Traffic/Containers & Air Cargo is a hub for all of our research on container shipping and air cargo, featuring analysis of...
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CMA CGM Credit Research 1Q18 Results Update - Credit Outlook Stable - Yields on the Rise
Higher bunker prices more than offset higher realised freight rates: Bunker expenses, which account for 15% of total operating expenses, spiked by...
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Container Shipping - Can CMA CGMs Bonds Withstand the Selling Pressure from the Broader Bond Market?
Strong profitability thanks to an improved market, NOL's contribution and Ocean Alliance network efficiencies  Record revenues in FY17: Top line...
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Container Shipping - Fixed Income
Strong shipping bonds issuance in 2017A growing number of shipping companies have taken advantage of the low interest rate environment and tapped...
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Hapag-Lloyd - Our Top Pick
HL remains our top pick: HL’s CEO expects the container shipping demand for 2018 to be in the region of 4% – corroborating Drewry’s estimate of...
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