Frankenstein WACCs. False Idols of Equity, Debt (And Shipping Interview with Sr. Investor)
I recently witnessed a typical mistake in using EV (enterprise value; short form, market cap + net debt), where the author used it interchangeably...
276 Views
Container Shipping 2018 - Demand Buoyancy Drives Positive Outlook
SummaryThe major indicators of container shipping in 2017 remained more firm than in 2016. The y/y comparisons for many data sets depict robust...
310 Views
TRACKING TRAFFIC/Containers & Air Cargo: January Container Rate Hikes Unlikely to Last Past LNY
Tracking Traffic/Containers & Air Cargo is a new research product designed to be the showcase for all of our research on container shipping and...
348 Views
Maersk Q126 Results: Strong Volume Growth, Delayed Fuel Impact, But Profitability Still Plunged
In Copenhagen on May 7, Danish container giant AP Moller Maersk reported Q126 results that showed a sharp Y/Y decline in core profitability -- this...
133 Views
Trade-Fueled Recovery in Air Cargo Lifts Asia's Cargo-Centric Carriers; Buy China Airlines (2610:TW)
Asia ex-Japan exports have improved markedly over the last year. This is true for headline export figures (measured in dollars) as well as for the...
356 Views