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TS Lines (2510 HK)
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Analysis
Industrials
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China
T.S. Lines (TSL) is a container shipping firm primarily operating in the Asia Pacific (APAC) region.
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bearish
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ZIM Integrated Shipping Services
•
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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bearish
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ZIM Integrated Shipping Services
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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...
Tracking Traffic
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558 Views
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bearish
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AP Moeller - Maersk A/S
•
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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bearish
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ZIM Integrated Shipping Services
•
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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521 Views
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bullish
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SITC International
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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...
Osbert Tang, CFA
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