TRACKING TRAFFIC/Containers & Air Cargo: For Most Box Carriers, Profitability Likely Already Peaked
In H119, container shipping rates in the key Transpacific Eastbound tradelane held up well despite tepid demand, as fleet expansion in most of 2019...
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Korea - Hyundai Mobis Shorts Continue Covering
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 13 December.Current...
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Hyundai Merchant Marine Plans to Issue CB Worth 660 Billion Won
It was announced after the market close today that Hyundai Merchant Marine (011200 KS) plans to issue a CB (convertible bond) worth 660 billion...
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Hyundai Merchant Marine (011200 KS): Growth Target Seems to Be Too Ambitious
We still consider HMM a highly risky stock and expect no recovery anytime soon. With limited meaningful catalyst to drive the earnings growth for...
570 Views
TRACKING TRAFFIC/Containers & Air Cargo: Container Rates Up | Ocean & Air Volume Growth Deflates
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
811 Views