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bullish
Evergreen Marine Corp
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Monthly Container Shipping Tracker | Price, Volume Declines Moderate | Fuel=Tailwind (May 2023)
Equity Bottom-Up
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22 May 2023 01:28
April numbers show Y/Y declines in revenue and throughput are moderating. In addition, lower fuel prices could provide a tailwind in the remainder of 2023. We retain our +ive sector view.
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Insight Stream
Monthly Container Shipping Tracker | Rates Depressed, Stable | Worst of 'Storm' Passed (July 2023)
24 Jul 2023
US PPI: Tailwinds from Transportation Price Collapse Set to Subside in H2 2023
17 Jul 2023
Monthly Container Shipping Tracker | Rates Stable | Strike Averted | Fuel Prices Lower (June 2023)
19 Jun 2023
Monthly Container Shipping Tracker | Price, Volume Declines Moderate | Fuel=Tailwind (May 2023)
22 May 2023
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08 May 2023
TRACKING TRAFFIC/Container Shipping: Momentum Bottomed | Shares Stabilized | Focus on May News
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