DMFR - Credit Research - Hapag-Lloyd AG
Hapag-Lloyd (HL) group's performance for the first nine months of 2017 was dominated by the consolidation of UASC for the first time: The group...
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AP Moller Maersk A/S (MAERSKB DC) - Positive, with Cautious Optimism
Tempering our positive stance: APMM’s shares, after rising 20% over the first seven months of this year, are back to the levels they were trading...
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Container Shipping Cyclical Gains Waning; Japan's K-Line Cuts 3/18 OP Target on Rising Competition
Last week we noted that, after several quarters of improving profitability, container shipping earnings could begin to stagnate as the industry...
177 Views
The Hanjin Fallout Re-Examined
There came to light this week complaints from a Korean politician on how Hanjin Shipping Co Ltd (117930 KS) was allowed to go bankrupt. But the...
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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