Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Monthly Container Shipping Tracker | March Price Weak, April Spot Rates, Too | Fuel Starting to Bite

Intra-Asia Container Carriers Wan Hai Lines, TS Lines Also Feeling the Pain of Lower Freight Rates

Maersk Q126 Results: Strong Volume Growth, Delayed Fuel Impact, But Profitability Still Plunged

Monthly Container Shipping Tracker | Spot Rates Weaker Ahead of LNY | Suez Canal Re-Opening Update

Monthly Container Shipping Tracker | Weak Price in Jan-Feb | Softer NAM Demand | Now US Tariff Mess

Maersk FY25 Results and FY26 Guidance: Leading Carrier Expects FY26 EBIT Loss Due to Lower Rates

Hapag-Lloyd Announced US$4.2 Bn Bid for Israel's ZIM | Unfortunately, We Can't Get the Math to Math

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Equity Bottom-Up

AP Moeller - Maersk A/S / Equity Bottom-Up

<ul>
<li>Iran Conflict has driven up fuel prices near-term, which will eat into carrier profitability</li>
<li>But the conflict also delays potential Suez re-opening, which is positive for supply side</li>
<li>Shares of carriers have mostly jumped in March, with some up as much as 11% MTD </li>
</ul>


Iran Conflict has driven up fuel prices near-term, which will eat into carrier profitability
But the conflict also delays potential Suez re-opening, which is positive for supply side
Shares of carriers have mostly jumped in March, with some up as much as 11% MTD 


ZIM Integrated Shipping Services (ZIM US)

月間コンテナ輸送トラッカー｜イラン紛争が燃料価格、スポット運賃、海運会社のシェアを押し上げる