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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The 11%-33% Tariff Cuts on Seven Ports Will Pressure the Sector’s Earnings, but Downside Is Limited
With the aim of encouraging a recovery in foreign trade, the Chinese port sector’s antitrust investigations have concluded with 11%-33% handling...
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Ports Outlook - Modest Earnings Growth in 2018
Global throughput strengthened in 2017, with Drewry Maritime Research revising upwards the year-on-year growth from 5.5% to 6.0%. While the pace...
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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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HPH Trust - Upbeat Facade Masks Uncertainties
In line with expectations: Hutchison Port Holdings Trust delivered a set of weak results that reflected our thesis for an Unattractive call on the...
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