TRACKING TRAFFIC/Containers & Air Cargo: Container Rates Keep Falling | Air Cargo Demand Firms
Tracking Traffic/Containers & Air Cargo is a showcase for all of our research on container shipping and air cargo, featuring analysis of...
175 Views
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...
129 Views
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...
399 Views
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...
180 Views
Hutchison Port Trust - Dead Cat Bounce No.10?
Hutchison Port Holdings Trust (HPHT SP Equity) kisses the support level of $0.40 apiece, with investors finding some feline-cuteness for the...
229 Views