TS Lines Pre-IPO: January-April Results Vs WHL, RCL H124 | Opportunistic Return to Transpacific?
TS Lines in a recent filing reported mediocre January-April rates that pale compared to its comps' H124 numbers. We see few reasons to choose...
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More Q224 Container Carrier Results: Evergreen, Hapag-Lloyd Show Sharply Diverging Results
Evergreen Marine's Q2 results far outpaced the results of both Hapag-Lloyd and Maersk. The Taiwanese carrier's results over the past 2.5 years...
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TS Lines Pre-IPO: Adjusted Book Value Approach Yields Estimated Equity Valuation of US$1.96-2.06 Bn
Adjusting the book value of TS Lines' fleet based on recent newbuilding prices implies an equity valuation for the regional container carrier of as...
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Monthly Container Shipping Tracker | Pricing Still Firm | Spot Rates Fall | Closed Pair (July 2024)
In June, price momentum and volume growth remained firm, but in July we've seen some spot rates dip. Mainly due to share price movements, we have...
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TS Lines Pre-IPO: Should We Expect TS Lines to Match Wan Hai's Strength in YTD 2024?
Given changes in its market exposure over the past 12-18 months, investors shouldn't expect TS Lines to match Wan Hai's strong YTD performance in...
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