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...
718 Views
Monthly Container Shipping Tracker | Rates Up | Transpac Volume Up | Fuel Price Down (August 2024)
Container shipping pricing momentum remained positive in July, and fuel prices have declined markedly over the past month.
552 Views
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...
517 Views