Everybody Hurts (Sometimes): Mighty Dane Mærsk Plunges, Container Cycle Likely Peaked in Q2-Q3 2017
Danish container shipping giant AP Moeller - Maersk A/S (MAERSKB DC)'s Q118 EBITDA fell short of consensus expectations, mainly due to stagnant...
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The Best Way to Play Oil with Cover
This has been a crazy market, with dollar, US market and oil strong at the same time, with commodities up in general, but on a hair trigger. It’s a...
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Momentum No More: Japan3 Shipping Lines Report Worsening Container Segment Losses in FYQ4
At the lunch break on Friday, April 27th, the three major Japanese shipping lines all reported March 2018 fiscal year financial results, including...
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Container Shipping - Can CMA CGMs Bonds Withstand the Selling Pressure from the Broader Bond Market?
Strong profitability thanks to an improved market, NOL's contribution and Ocean Alliance network efficiencies Record revenues in FY17: Top line...
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Frankenstein WACCs. False Idols of Equity, Debt (And Shipping Interview with Sr. Investor)
I recently witnessed a typical mistake in using EV (enterprise value; short form, market cap + net debt), where the author used it interchangeably...
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