Dry Bulk Market on Strong Footing, While Tanker/Gas Shipping Rates up on Seasonal Demand
Credit markets: Global yields reached their lowest levels in a year this September, driven by the sustained low interest rate environment and the...
241 Views
HMM's Massive Rights Offering - Specifics & Intentions (Why? & Why No to BlackRock)
Hyundai Merchant Marine (011200 KS), HMM for short hereinafter, decided to do a ₩693.6bil capital increase through new rights offering. HMM's...
238 Views
Container Shipping - A Rising Tide Floats All Boats
Supply-demand balance still delicate, but better than last two years. The balance between supply and demand is still wafer-thin, which has had its...
172 Views
Evergreen Marine: Not Really So Complex After All, & Cheap on EV/Capacity
Institutional investors have long shied away from owning Evergreen Marine Corp Ltd (2603 TT) for two reasons unrelated to the container shipping...
418 Views
Surging Momentum of Consolidation Will Soon Force Response from Asia's 'Leftover' Container Carriers
A series of announced mergers and acquisitions in the global container shipping industry will soon pare the industry down to six large global...
334 Views