TRACKING TRAFFIC/Containers & Air Cargo: Container Margins Compressed | Air Cargo Remains Firm
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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Who's Got 'Pricing Power'? China Airlines (2610:TT) Does, Actually
One way to estimate a transportation company's pricing power is to observe pricing and market share data directly to see whether the company can...
146 Views
Everybody Hurts (Sometimes): Mighty Dane Mærsk Plunges, Container Cycle Likely Peaked in Q2-Q3 2017
Danish container shipping giant AP Moeller - Maersk A/S (MAERSKB DC)'s Q118 EBITDA fell short of consensus expectations, mainly due to stagnant...
153 Views
What's Wrong With Yang Ming Marine? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma (SMARTKARMA SP). Not surprisingly, a few readers...
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China’s Ongoing Bid for Less Waste: China Bans Foreign Vessel Scrapping (Scrap Steel Data to ’69)
Considered a possible risk for some time, China finally moved to block inflows of old China-bound vessels for scrapping last week, in a continued...
108 Views