TRACKING TRAFFIC/Containers & Air Cargo: Rates Rose in January, But Margins Remain Under Pressure
Our index suggests average container shipping rates increased by around 6.6% in January. This is the largest YoY increase for our index since June...
371 Views
AP Moller Maersk (MAERSKb): Assessing the Stock Price Development
While the market was looking brighter in the latter half of 2019, when most of the liner companies posted profits, it has taken a U-turn since...
312 Views
Container Shipping - Coronavirus and Initial Thoughts
Most of the shipping stocks fell in the third week of January after the breakout of the corona virus caused multiple casualties in China....
387 Views
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...
418 Views
Cybersecurity and ESG: Beyond the Breach
Cybercrime is the greatest threat to every company in the world. – Ginni...
522 Views