Unseasonal Downtrend to Hurt Bulk Shipping in 4QFY18
The Baltic Dry Index (BDI) which factors in rates for Capesize, Panamax and Supramax vessels is showing a slightly different seasonal trend...
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Ocean Network Express Aims to Generate Massive Operational Synergies and Change Fortunes for 3J
ONE soon to become the 5th largest containership company in the world, passing Hapag Lloyd Containership industry consolidation should lead to...
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Which Companies Tend to Revise Company Guidance in January / February....
We are entering the period when Japanese company love to tweak their full-year guidance in front of the fiscal year-end in March. We looked back...
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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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August Is All About Quality and Momentum and Definitely Not About Beta....
High Beta names do not do well in August in Japan. In fact, August is the worst month out of the year for high Beta names. On the other side, names...
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