Monthly Container Shipping Tracker | Rates Depressed, Stable | Worst of 'Storm' Passed (July 2023)
Our research tracking container rates and profitability suggests that the worst of the storm has passed, and that we should see easier Y/Y comps...
472 Views
Monthly Container Shipping Tracker | February Spot Rates Strong | Volume Firm, Too | (March 2024)
February price momentum improved dramatically, to levels not seen since Q322. Spot rates have lifted some carriers' shares YTD, but we expect share...
375 Views
Maersk FY23 Meets Guidance | But FY24 Guidance & Commentary Rock Hopeful 'Glass Half-Full' Investors
Maersk's downbeat commentary appeared to surprise investors last week. It also revealed a mismatch between management's long-term views and...
441 Views
Monthly Container Shipping Tracker | Rate Momentum +ive | Throughput Up, Too | (January 2024)
Price momentum for deep-sea container rates is improving, and container volumes are also firming. Meanwhile, cheap fuel remains a slightly helpful...
367 Views
TS Lines Pre-IPO | Slimming Down Fleet | Intra-Asia Market Update | Latest From Key Comp Wan Hai
Intra-Asia container carrier TS Lines filed to list its shares in Hong Kong (again) at the end of May, and its filing included full-year 2023...
983 Views