2Q24 Quarterly results previews
We expect ADNOC Drilling to post 2Q24e shareholder’s profit of USD282mn, up 24% YoY and 3% QoQ. Along with the result, we expect the company to...
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Maersk FY23 Meets Guidance | But FY24 Guidance & Commentary Rock Hopeful 'Glass Half-Full' Investors
Maersk's downbeat commentary appeared to surprise investors last week. It also revealed a mismatch between management's long-term views and...
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Monthly Container Shipping Tracker | Rate Momentum +ive | Throughput Up, Too | (January 2024)
Price momentum for deep-sea container rates is improving, and container volumes are also firming. Meanwhile, cheap fuel remains a slightly helpful...
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DP World - Ticking Down To The Last Trade
This morning UAE-time, DP World (DPW DU) announced that it had received a Court Date for the hearing to sanction the Scheme. That court date is 16...
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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...
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