Container Shipping and Coronavirus - Update
The short term impact of the coronavirus health crisis is a sharp hit to global container volumes and carrier earnings, but we re-iterate that the...
362 Views
Central Retail: Initial ESG Assessment Is Impressive
ESG ratings providers take a long time to rate issuers of initial public offerings. If you go through a list of recent large IPOs (e.g., Alibaba,...
692 Views
TRACKING TRAFFIC/Containers & Air Cargo: Rates Rose in January, But Margins Remain Under Pressure
Our index suggests average container shipping rates increased by around 6.6% in January. This is the largest YoY increase for our index since June...
370 Views
AP Moller Maersk (MAERSKb): Assessing the Stock Price Development
While the market was looking brighter in the latter half of 2019, when most of the liner companies posted profits, it has taken a U-turn since...
311 Views
Container Shipping - Coronavirus and Initial Thoughts
Most of the shipping stocks fell in the third week of January after the breakout of the corona virus caused multiple casualties in China....
386 Views