ENTITY
SMARTSCORE: 4/5

TS Lines (2510 HK)

48
Analysis
IndustrialsChina
T.S. Lines (TSL) is a container shipping firm primarily operating in the Asia Pacific (APAC) region.
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15 Mar 2025 21:28

ZIM Q424 Results, FY25 Guidance: Listen When Management Says "We're Gonna Earn Much Less This Year"

Grim FY25 guidance and bleak commentary from ZIM management last week bolster our own very negative medium-term view of the deep-sea container...

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28 Feb 2025 02:24

Monthly Container Shipping Tracker | No, Not All Trade Disruptions Boost Carriers  (February 2025)

After a respite in December, container shipping price momentum plunged again in January. We expect rates and profitability to decline sharply in...

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09 Feb 2025 01:18

Maersk Q424 Results: A Mix Of "Good" (Q4 Earnings, Dividend, Buyback) & "Bad" (FY25 Guidance)

On February 6 Maersk reported Q424 results that beat expectations. More interesting to us was management's thoroughly downbeat FY25 guidance, where...

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27 Jan 2025 23:58

Monthly Container Shipping Tracker: December Respite Likely Short-Lived | Stay SHORT (January 2025)

A ceasefire, if successful, will lead to lower rates in the Asia-Europe & Transpacific trades. We remain -ive on container shipping in 2025 despite...

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21 Jan 2025 23:30

SITC International (1308 HK): Beating Expectations Again

​SITC beats the consensus FY24 profit forecast by 12%, implying growth acceleration in 2H24. We do not agree with concerns on capacity, demand, and...

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