TRACKING TRAFFIC/Containers & Air Cargo: Spot Vs 'Achieved' Rates | Fuel Prices Up | US Retail Weak
Although December container volumes and average pricing improved, we see increasing risks, including rising fuel prices and lackluster US retail...
261 Views
ZIM at IPO Price Range Looks Reasonable Vs Peers, But Should Investors Add Container Exposure Now?
ZIM at the mid-point of its IPO price range does not look expensive, but the bigger question is: why add container exposure near the peak of the...
293 Views
Quiddity Weekly H/A: Share Spread Monitor as of 27 Nov 2020
The weekly H/A Share Monitor and Trade Recommendations. Spreads narrower on the week. Last week's 39 trade recommendations gained 0.67% on average....
177 Views
SITC International (1308 HK): Well, a Very Quality Company but Too Much Too Fast
A quality and niche intra-Asia shipping company but with share price spiked 51% in less than 2 months, we believe it is prudent to trim. The market...
287 Views
Quiddity Weekly H/A: Share Spread Monitor as of 20 Nov 2020
The H-Share/A-Share monitor is published every weekend for the data ending the last trading day of the previous week. It includes all H-Share/A...
140 Views