TRACKING TRAFFIC/Containers & Air Cargo: Container Rates Keep Falling | Air Cargo Demand Firms
Tracking Traffic/Containers & Air Cargo is a showcase for all of our research on container shipping and air cargo, featuring analysis of...
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Container Shipping Sector: Six Months of Declining Share Prices Explained in Three Charts
We began to turn cautious on container shipping last Summer and became more negative as Summer turned to Fall. Our view was that average freight...
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Container Shipping 2018 - Demand Buoyancy Drives Positive Outlook
SummaryThe major indicators of container shipping in 2017 remained more firm than in 2016. The y/y comparisons for many data sets depict robust...
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Strategy: Around the Horn 2018, the Long and Short of It. Pacific Basin Initial Notes
People who bought China, Nvidia Corp (NVDA US), iShares MSCI Emerging Markets Indx (ETF) (EEM US) somewhere in 2017 performed well. A bit below the...
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COSCO 3Q17 Result and Cash Raise Quick Comment
First:COSCO SHIPPING Holdings Co., Ltd (H) (1919 HK) 3Q17 result presentation is still messy. Second: Proposed issuance of shares for new vessels...
226 Views