Pricing remains weak, and carriers kept FY25 guidance downbeat despite decent Q125 results (and US claims of progress on tariffs). We view the rebound in shares as a opportunity to SHORT carriers.
What is covered in the Full Insight:
Introduction
Current Market Conditions Review
Analysis of Carrier's Performance
Port Authority Insights
Conclusion and Recommendation
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
Unlock research summaries
Follow top, independent analysts
Receive personalised alerts
Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.