bullish
Monthly Container Shipping Tracker | Rates Stable | Strike Averted | Fuel Prices Lower (June 2023)
492 Views19 Jun 2023 09:58
We are gaining conviction in our view that market conditions have bottomed for long-haul carriers, and that their shares appear depressed compared to replacement asset values.
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Asian Equities Analyst, Logistics & Transport
- Maersk Q2: Raised FY23 Guidance | Beat on Earnings, Too | Takeaway: Conditions Not Disastrous07 Aug 2023
- 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 202317 Jul 2023
- Monthly Container Shipping Tracker | Rates Stable | Strike Averted | Fuel Prices Lower (June 2023)19 Jun 2023
- TS Lines Pre-IPO | Like Wan Hai Lines, but Smaller | Intra-Asia Update | Approaches to Valuation05 Jun 2023
- Monthly Container Shipping Tracker | Price, Volume Declines Moderate | Fuel=Tailwind (May 2023)22 May 2023
- Maersk Q1: Earnings Fine | Guidance Intact | Takeaways for Container Shipping (And Inflation)08 May 2023
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