TS Lines Pre-IPO: Should We Expect TS Lines to Match Wan Hai's Strength in YTD 2024?
Given changes in its market exposure over the past 12-18 months, investors shouldn't expect TS Lines to match Wan Hai's strong YTD performance in...
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T.S. Lines Pre-IPO - Looks like an Opportunistic Listing
T.S. Lines (TSL HK) is looking to raise about US$300m in its upcoming Hong Kong IPO. In this note, we look at the firm’s past performance.
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Energy Cable: When it Rains, It Pours in Shipping
Takeaways:More pressures on freight rates… Still no spillover to PPI/CPIHedge funds appear to have an appetite for crude oil, but not so much for...
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Monthly Container Shipping Tracker | Pricing Surged in May | Did Volume Growth Wobble? | (June 2024)
Deep-sea container shipping price momentum surged in May, even though volumes into the North American West Coast slowed. We think this is a head...
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Monthly Container Shipping Tracker | March Volumes Strong | Q1 Margins Likely Up Y/Y (April 2024)
Container rate momentum remained +ive in March, & we believe carriers' margins probably improved Y/Y in Q124 (despite higher fuel expenses). Our L...
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