Primer: Kawasaki Kisen Kaisha (9107 JP) - Aug 2026
Kawasaki Kisen Kaisha ("K"Line) is strategically repositioning itself by focusing on its core Dry Bulk, Energy, and Product Logistics segments...
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Japan Equities: Volatility Spike and Dispersion Create Options Opportunities
This note presents a cross-sectional approach to identifying options strategies in Japanese equities, set against a backdrop of market pullback and...
444 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
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