TRACKING TRAFFIC/Containers & Air Cargo: February Box Demand Weak, Cheaper Fuel May Help from April
Container traffic at important cargo origins and destinations remained weak in February -- no surprise given what we know about the impact of...
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TRACKING TRAFFIC/Containers & Air Cargo: Rates Rose in January, But Margins Remain Under Pressure
Our index suggests average container shipping rates increased by around 6.6% in January. This is the largest YoY increase for our index since June...
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TRACKING TRAFFIC/Containers & Air Cargo: For Most Box Carriers, Profitability Likely Already Peaked
In H119, container shipping rates in the key Transpacific Eastbound tradelane held up well despite tepid demand, as fleet expansion in most of 2019...
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Hapag Lloyd (HLAG:GR): Cost Optimization Boosts Bottomline
HL’s 3Q19 EBITDA margin (incl. JV and Associates) of 17% is the highest since we started tracking its financials in 2013. This has been achieved...
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Hapag Lloyd (HLAG:GR): High Stock Price Anomaly
The stock market, a barometer for any industry’s health, has turned out to be favourable for Hapag-Lloyd (HL) and its investors this year. Not only...
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