Curator's Cut: Indonesia Stabilizing, Compute Capital & Shipping Surges
This ​Curator's Cut highlights Indonesian equities, the capital intensity of the data center build-out, and shipping opportunities.
220 Views
Primer: Mitsui O.S.K. Lines (9104 JP) - Mar 2026
Mitsui O.S.K. Lines (MOL) is undergoing a significant strategic transformation under its 'BLUE ACTION 2035' plan, aiming to reduce its exposure...
167 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...
522 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...
307 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...
327 Views