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...
224 Views
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
[Japan Activism] Elliott Buys Stake In Mitsui OSK (9104) Targets Capital With a Following Wind
Reuters carried a headline, followed shortly afterwards by a short Elliott PR saying Elliott was invested in Mitsui OSK. Some comment about the new...
613 Views
Monthly Container Shipping Tracker | Weak Price in Jan-Feb | Softer NAM Demand | Now US Tariff Mess
January and February deep-sea container rates have softened noticeably, probably wiping out most carriers' profit margins altogether. Conditions...
208 Views