A Performance Review on Our Recommended Positions for the Last Six Months
In this report, we look at the performances of view on the stocks we covered for the first half of 2018. We covered the Japanese Airlines – Japan...
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TRACKING TRAFFIC/Containers & Air Cargo: Box Rate Hikes Likely To Fail | Ever See a Huge Pink Ship?
Tracking Traffic/Containers & Air Cargo is a hub for all of our research on container shipping and air cargo, featuring analysis of...
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Market Wary of the Restructuring Cost Despite Outperforming Revenue
The three Japanese shipping majors - NYK, MOL and KKK, all saw their share prices fall following the release of their full-year earnings for...
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Momentum No More: Japan3 Shipping Lines Report Worsening Container Segment Losses in FYQ4
At the lunch break on Friday, April 27th, the three major Japanese shipping lines all reported March 2018 fiscal year financial results, including...
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Container Shipping - Can CMA CGMs Bonds Withstand the Selling Pressure from the Broader Bond Market?
Strong profitability thanks to an improved market, NOL's contribution and Ocean Alliance network efficiencies  Record revenues in FY17: Top line...
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