TRACKING TRAFFIC/Containers & Air Cargo: July Volume & Rates Better | Q2 Profits Soar on Costs
July container volumes in key markets showed a strong improvement compared to momentum in the first half of the year. Rates appeared to firm, but...
249 Views
Sinotrans (598 HK): Ready for a Blowout?
We see room for Sinotrans Limited H (598 HK) to have a substantial catch up in share price upon its release of the 1H20 result set for the end of...
378 Views
TRACKING TRAFFIC/Containers & Air Cargo: No, Virginia, Container Rates Are NOT Spiking!
Contrary to recent media reports, there is no evidence in the June numbers of an alleged spike in container rates in the Pacific. In fact, our...
279 Views
TRACKING TRAFFIC/Containers & Air Cargo: Covid19 Trade Oddities | Box Rates Dip | Air Cargo Pops
It's no secret that Covid19 has distorted trade patterns in 2020. These distortions have led to some odd container shipping and air cargo numbers...
321 Views
Hong Kong Port Sector: Impact of US Removing Preferential Customs Treatment
The likely removal of preferential treatment to Hong Kong as a separate customs and travel territory by the US will have negative impact on HK port...
290 Views