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Daniel Hellberg
Asian Equities Analyst, Logistics & Transport
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13 May 2016
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bullish
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S.F. Holding
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26 Mar 2024 08:06
Monthly Chinese Express Tracker | ASPs Still Under Pressure | Weaker X-Border Volume? | (March 2024)
On a combined basis, January-February numbers show ground parcel ASPs still falling by over 10% Y/Y. YTD, we see a clear slowdown in X-border...
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bullish
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AP Moeller - Maersk A/S
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25 Mar 2024 10:58
Monthly Container Shipping Tracker | February Spot Rates Strong | Volume Firm, Too | (March 2024)
February price momentum improved dramatically, to levels not seen since Q322. Spot rates have lifted some carriers' shares YTD, but we expect share...
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bearish
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J&T Global Express
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24 Mar 2024 10:58
The Three Biggest Surprises in J&T Global Express' Maiden Earnings Report
Stronger-than-expected China revenue, worsening performance of 'Other', and declining SE Asian margins are the three biggest surprises we see in...
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bearish
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ZTO Express Cayman
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21 Mar 2024 09:32
ZTO Express Q423 Results & Guidance in One Simple Table | +32% Volume --> +2% EPS?! | AVOID
ZTO managed to convert +32% volume growth in Q423 into just +2% EPS growth. Looking at 2024, management expects volume growth to slow dramatically.
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235 Views
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bullish
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Evergreen Marine Corp
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17 Mar 2024 10:56
Pair Trade Idea: Short Evergreen Against Long Maersk / ZIM
The divergent performances of container carriers Evergreen, Maersk, and ZIM since Q4 last year suggest a LONG Maersk/ZIM against SHORT Evergreen...
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