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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Taiwan Top 50 ETF Rebalance Preview: Wan Hai Lines (2615 TT) Sailing Its Way In
Wan Hai Lines could replace Formosa Chem in the Top50 ETF in March. Passives need to buy 2x ADV in Wan Hai and sell 3x ADV in Formosa Chem....
575 Views
Quiddity Leaderboard T50/​​​100 Mar25: Final Expectations; Tung Ho Steel Safe from TDIV Deletion
TDIV member Tung Ho Steel (2006 TT) was previously close to T100 deletion and TDIV deletion but based on the current data, the stock might be safe...
488 Views
Taiwan Top 50 ETF Rebalance Preview: Eva Air (2618 TT) Winging Its Way In
Eva Air could replace Formosa Chem in the Top50 ETF in March. Passives need to buy over 1x ADV in EvaAir and sell 3x ADV in FormosaChem....
1.1k Views
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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