Maersk Q325 Results: Core Ocean Down 55% Y/Y | Downbeat Guidance from Management | Q425 Losses?
Maersk reported decent Q3 numbers last week, but management's downbeat tone & new guidance that suggests EBIT loss in Q4 should raise alarm bells...
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Monthly Container Shipping Tracker | Momentum, Volume Still Weak | Suez Restoration? (October 2025)
Price momentum and North American inbound demand both remained weak in September, and we believe a new ceasefire raises the likelihood of a Suez...
540 Views
Addressing Go-Private Rumors Surrounding ZIM | Near-Term, We Think a Transaction Is Unlikely
Despite the rumors floating around in Israel's financial media, we believe a go-private deal for Israeli deep-sea container carrier ZIM is unlikely...
429 Views
Evergreen Marine Reported -56% Y/Y Decline in Q225 OP | But Q325 Is Likely to Be Much Worse
Taiwan's Evergreen Marine reported a steep -56% Y/Y decline in Operating Profit in Q225, but based on their monthly revenues in July-August, we...
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Monthly Container Shipping Tracker | Rates, Earnings, Cash Flow All Collapsing (August 2025)
Container shipping price, earnings, and cash flow all remain weak in Q3. We expect conditions to remain challenging in the medium-term, and our...
419 Views