Intra-Asia Container Carriers Wan Hai Lines, TS Lines Also Feeling the Pain of Lower Freight Rates
Revenue and OP margins for Intra-Asia container carriers Wan Hai Lines and TS Lines surged in H224 but have fallen sharply since then. We expect...
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Price Momentum and Earnings Revisions Do the Best in September / Value Does Not Do Well....
We looked at what factors do the best in September in Japan and as you can see by the chart below found that longer-term price momentum  and...
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Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
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Monthly Container Shipping Tracker | March Price Weak, April Spot Rates, Too | Fuel Starting to Bite
March price momentum remained weak, and now in mid-April spot rates are beginning to fall. Fuel costs have risen sharply, and Q1-Q2 carrier margins...
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Monthly Container Shipping Tracker | Iran Conflict Lifts Fuel Prices, Spot Rates, & Carrier Shares
The conflict in Iran has lead to a doubling of fuel prices, which adds to pressure on container carrier profitability. The group's outperformance...
194 Views