Monthly Container Shipping Tracker | Lapping Easy Comps | Red Sea Re-Routes & More (December 2023)
We believe price momentum has started to get "less bad", mainly due to easier Y/Y comps. A potential Red Sea re-route could soak up lots of under...
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Monthly Container Shipping Tracker | Maersk, Evergreen, ZIM Report Disparate Results (November 2023)
Container rates remain under pressure, and fuel is no longer a tailwind. But Evergreen's stellar performance YTD is worthy of investors' attention,...
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Maersk Q3: Estimates Met, Guidance Kept | But Downbeat Assessment of Market Sends Shares Down -17%
Last Friday Maersk reported Q3 results that met expectations. The company maintained FY23 guidance, but announced surprising cash-conservation...
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Monthly Container Shipping Tracker | Rebound in NAM Volume Could Be Inflection Point (October 2023)
Pricing still appears stagnant, but a sharp rebound in container volumes moving into the ports along North America's Pacific coast in September...
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Hong Kong Connect Flows: $7.3bn of Inflows in September
We analyzed the Hong Kong Connect Scheme for September and highlight flows for ICBC, CCB, Meituan, Innovent Biologics, Xpeng and Petrochina.
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