Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Monthly Container Shipping Tracker | Iran Conflict Lifts Fuel Prices, Spot Rates, & Carrier Shares

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

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

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

Monthly Container Shipping Tracker: Recent Improvement in Price Likely to Dissipate Soon

Update on Potential Transaction For Israeli Container Carrier ZIM | Still Unlikely, in Our View

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Equity Bottom-Up

Orient Overseas (International) / Equity Bottom-Up

<ul>
<li>Deep-Sea container rates turned weaker again in Jan-Feb, likely obliterating carrier profits</li>
<li>Another round of US tariff uncertainty should dampen near-term NAM demand further</li>
<li>Excess supply, Suez re-opening, now US tariff chaos? SHORT deep-sea container carriers</li>
</ul>


Deep-Sea container rates turned weaker again in Jan-Feb, likely obliterating carrier profits
Another round of US tariff uncertainty should dampen near-term NAM demand further
Excess supply, Suez re-opening, now US tariff chaos? SHORT deep-sea container carriers


ZIM Integrated Shipping Services (ZIM US)

월간 컨테이너 운송 추적 | 1-2월 가격 약세 | 북미 수요 부진 | 현재 미국 관세 문제