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𝛼SKMonthly Container Shipping Tracker | Rates, Earnings, Cash Flow All Collapsing (August 2025)
389 Views24 Aug 2025 04:13
Container shipping price, earnings, and cash flow all remain weak in Q3. We expect conditions to remain challenging in the medium-term, and our SHORT ZIM / LONG CM Ports pair idea still makes sense.
What is covered in the Full Insight:
- Price Momentum in Container Shipping
- Volume Trends on North American Pacific Coast
- Q2 Results from Major Carriers
- Investment Strategy: Short ZIM, Long CM Ports
- Conclusion and Market Outlook
SUMMARY
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Full Insight
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- Addressing Go-Private Rumors Surrounding ZIM | Near-Term, We Think a Transaction Is Unlikely01 Oct 2025
- Monthly Container Shipping Tracker | Sept 1 Rate Increase Failed, Rates Still Down | September 202522 Sep 2025
- Evergreen Marine Reported -56% Y/Y Decline in Q225 OP | But Q325 Is Likely to Be Much Worse09 Sep 2025
- Monthly Container Shipping Tracker | Pricing Still Weak | No Signs of a Recovery | SHORT (May 2025)25 May 2025
- Don't Expect A Resolution of Tariff Chaos To Lift Container Shipping Rates Like Covid-19 Did01 May 2025
- ZIM Q424 Results, FY25 Guidance: Listen When Management Says "We're Gonna Earn Much Less This Year"16 Mar 2025
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