Momentum No More: Japan3 Shipping Lines Report Worsening Container Segment Losses in FYQ4
At the lunch break on Friday, April 27th, the three major Japanese shipping lines all reported March 2018 fiscal year financial results, including...
161 Views
OOIL Drifts Below HK$70 on Inklings of Concerns Over Trump Approvals for Long Beach - COSCO Deal
Concerns this week resurfaced regarding the COSCO SHIPPING Holdings Co., Ltd (H) (1919 HK) acquisition of Orient Overseas International Ltd (316...
255 Views
TRACKING TRAFFIC/Containers & Air Cargo: Evergreen's Q4 Loss | Who's Exposed to a 'Trade War?'
Tracking Traffic/Containers & Air Cargo is a hub for all of our research on container shipping and air cargo, featuring analysis of...
195 Views
'Trade War' Chatter & A Surprise Q4 Loss: Time to Revisit Long CAL/Short Evergreen Pair Trade
On the afternoon of Friday, March 23rd, Evergreen Marine Corp Ltd (2603 TT) reported FY17 preliminary results, which show the company made...
167 Views
Frankenstein WACCs. False Idols of Equity, Debt (And Shipping Interview with Sr. Investor)
I recently witnessed a typical mistake in using EV (enterprise value; short form, market cap + net debt), where the author used it interchangeably...
168 Views