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...
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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...
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Another Revolution Is Coming for Container Shipping (& Ports)
McKinsey has put out a seminal paper on container shipping, the next 50 years. I attach the link because the file is so large. It is worth reading....
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