Container Shipping 2018 - Trade War and Higher Costs Dim Hope of Recovery; Revise Sectoral Calls
Investors have been subjected to a roller coaster ride in container shipping stocks over the last 12 months. While the market was looking brighter...
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TRACKING TRAFFIC/Containers & Air Cargo: Box Rate Hikes Likely To Fail | Ever See a Huge Pink Ship?
Tracking Traffic/Containers & Air Cargo is a hub for all of our research on container shipping and air cargo, featuring analysis of...
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CMA CGM Credit Research 1Q18 Results Update - Credit Outlook Stable - Yields on the Rise
Higher bunker prices more than offset higher realised freight rates: Bunker expenses, which account for 15% of total operating expenses, spiked by...
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Turning the Ship Around: Ship Values & Charters, and How to Read Share Impact (Asset Owner Angle)
I’ve written more about the Bulk rebound and Pacific Basin Shipping Ltd (2343 HK) and its rebound this last year (and dry box turnarounds Triton...
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Investor & Operator Discussion Notes: Maersk Fallout…& More on Ship Fuels Post MS $90 Oil Report
Travelling up the US East Coast and meeting with old investor friends allowed us to gauge the sentiment on shipping – with a look at contentious...
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