Container Shipping 2018 - Trade War and Higher Costs Dim Hope of Recovery; Revise Sectoral Calls
Investors have been subjected to a roller coaster ride in container shipping stocks over the last 12 months. While the market was looking brighter...
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Hyundai Merchant Marine (HMM)- What Lies Ahead?
When we issued our first report on Hyundai Merchant Marine (HMM) in August 2013, we concluded that its finances were wobbly. In our report titled,...
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TRACKING TRAFFIC/Containers & Air Cargo: Container Margins Compressed | Air Cargo Remains Firm
Tracking Traffic/Containers & Air Cargo is a hub for all of our research on container shipping and air cargo, featuring analysis of...
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Who's Got 'Pricing Power'? China Airlines (2610:TT) Does, Actually
One way to estimate a transportation company's pricing power is to observe pricing and market share data directly to see whether the company can...
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Everybody Hurts (Sometimes): Mighty Dane Mærsk Plunges, Container Cycle Likely Peaked in Q2-Q3 2017
Danish container shipping giant AP Moeller - Maersk A/S (MAERSKB DC)'s Q118 EBITDA fell short of consensus expectations, mainly due to stagnant...
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