Monthly Container Shipping Tracker: As Momentum Wanes, Best to Avoid Carriers' Shares (October 2024)
In September's data there are clear signs of sharply slowing momentum in the global container trades. We recommend avoiding shares of the carriers...
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HK Short Interest Weekly: Meituan, Citic Sec, Hkex, Trip.Com, ICBC, CCB, New World Dev
We analyzed the latest HK SFC report for aggregate short position as of Oct 4th and highlight short interest changes in Meituan, Citic Sec, Hkex,...
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Charts & Context | From Here, What Can Get Better for Container Carriers? | Reduce Sector Exposure
We believe container rates will continue to moderate in the near-term, and that in the absence of improving rates investors should look to reduce...
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Monthly Container Shipping Tracker: Strong Price Momentum Likely to Moderate in Q4
We believe the strong year-to-date price momentum enjoyed by most container carriers may moderate in Q4, which would make it difficult for some of...
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A Potential October Strike at US East & Gulf Coast Container Ports Is Unlikely to Be Impactful
Although workers at US East and Gulf Coast ports could strike in October, for several reasons we believe the impact of a strike will be quite limited.
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