AP Moller Maersk: Restructuring yet to Bear Substantial Benefits
We remain skeptical on Maersk's recent announcement related to the restructuring of Damco and other regional units . On a positive note, a closer...
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Visit Notes: Ships Drowning in Sea of Expenses & Changes ... New Arbitrage Trades Developing
Following on our initial HK-China visit notes last week, we spent several hours reviewing current issues related to new 2019+ vessel capex and...
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TRACKING TRAFFIC/Containers & Air Cargo: August Box Rates Stop Falling | Air Cargo Yields Firm
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
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TRACKING TRAFFIC/Containers & Air Cargo: Nearing the Trough, But We May Be Stuck Here For A While...
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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Japan3 Shipping Companies Disclose Worse-Than-Expected Container Segment Results in Q1FY18
At the break on Tuesday, July 31st, Japan's three major shipping companies released Q1FY18 financial results. All three companies -- Nippon Yusen...
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