K-Line to Shrink Amidst Volatile Market Rates Prevailing in the Shipping Sector
EV/EBITDA Trades at a Premium, Recommend SellK-Line’s share price had fallen by 17% during the last two months to JPY2,504 as of 13th March 2018....
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NYK Shipping Business to Improve as Demand-Supply Gap Converges
NYK, like any other shipping company in the industry, had a rough period post-Financial Crisis and faced tremendous pressure from falling rates in...
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Mitsui O.S.K. Line Looks Attractive with Restructuring Business Activities
MOL is capitalising on the bulk shipping sector as the Chinese demand for iron ore and coal grows, pushing the rates upwards resulting in higher...
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Container Shipping Sector: Six Months of Declining Share Prices Explained in Three Charts
We began to turn cautious on container shipping last Summer and became more negative as Summer turned to Fall. Our view was that average freight...
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Container Shipping Cyclical Gains Waning; Japan's K-Line Cuts 3/18 OP Target on Rising Competition
Last week we noted that, after several quarters of improving profitability, container shipping earnings could begin to stagnate as the industry...
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