Monthly Container Shipping Tracker: Poor Q3 Results, Weak Guidance, A Re-Opening of Suez? | AVOID
Weak pricing, declining earnings and cash flow, and the potential re-opening of the Suez Canal to ship traffic are all reasons to AVOID container...
297 Views
Maersk Q325 Results: Core Ocean Down 55% Y/Y | Downbeat Guidance from Management | Q425 Losses?
Maersk reported decent Q3 numbers last week, but management's downbeat tone & new guidance that suggests EBIT loss in Q4 should raise alarm bells...
360 Views
Addressing Go-Private Rumors Surrounding ZIM | Near-Term, We Think a Transaction Is Unlikely
Despite the rumors floating around in Israel's financial media, we believe a go-private deal for Israeli deep-sea container carrier ZIM is unlikely...
405 Views
Monthly Container Shipping Tracker | Sept 1 Rate Increase Failed, Rates Still Down | September 2025
August and September data show clearly that deep-sea ocean freight rates remain under downward pressure. We believe Q325 carrier earnings may...
465 Views
Evergreen Marine Reported -56% Y/Y Decline in Q225 OP | But Q325 Is Likely to Be Much Worse
Taiwan's Evergreen Marine reported a steep -56% Y/Y decline in Operating Profit in Q225, but based on their monthly revenues in July-August, we...
263 Views