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...
501 Views
Cosco Shipping Ports (HK: 1199): Valuation Dented by Trade War, Expect Moderate Recovery
The company’s throughput data reported a lower growth of 4.6% in 3Q19 (vs 11.8% in 3Q18). Uncle Sam’s effort to tame the dragon seems to be taking...
493 Views
HPH Trust- No Plain Sailing for HPHT Amid Trade War Uncertainties
Hong Kong’s unique status as pure transhipment and barge-ship transhipment hub is slipping away more quickly than expected with shifting liner...
505 Views
Port Valuations Plunged into Overvalued Territory Spelled by Trade War Doom
As global port throughput suffered in 2018 the impact of the trade war began to show on manufacturing and trade activity in China, Germany and much...
487 Views
HPHT: Chinese Ports Win Competing for Transshipment Business
Hong Kong Port descended further in global rankings, continuing its dismal run with the 2018 throughput declining 5.3% over 2017. While Hong Kong...
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