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
Container Shipping - A Rising Tide Floats All Boats
Supply-demand balance still delicate, but better than last two years. The balance between supply and demand is still wafer-thin, which has had its...
367 Views
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...
235 Views