Shipping Royalty Tanks (Reasons Behind Seaspan's Correction)
At this point in the cycle, we could say that just about all shipping companies have sailed into the Bermuda Triangle. Seaspan Corp. (SSW US), one...
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Maritime Model Portfolio - Early Call on Dry Bulk Stocks Offsets Initial Losses
We publish an update on our Maritime Model Portfolio. Our earlier model portfolio updates can be found...
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Three Japan Giants to Combine Container Assets; Positive in Long-Term, Musical Chairs For Now
What's the deal? Japan's three largest shipping companies -- Nippon Yusen Kk (9101 JP), Mitsui Osk Lines Ltd (9104 JP), and Kawasaki Kisen Kaisha...
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Hanjin's Long Tail, and Real World Fallout … and a Window from Triton Container Presentation Deck
In the real physical world, not the sometimes Potemkin land of equities, industries like container shipping continue to struggle. AP Moeller -...
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Hanjin Shipping: Update & What Would a Potential Acquirer Actually Get?
Several things have happened in the Hanjin Shipping Co Ltd (117930 KS) bankruptcy case since our last update about three weeks ago (see Hanjin...
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