TRACKING TRAFFIC/Containers & Air Cargo: Rates Rose in January, But Margins Remain Under Pressure
Our index suggests average container shipping rates increased by around 6.6% in January. This is the largest YoY increase for our index since June...
361 Views
Taiwan - Shorts Cover Tech; Increase Positions in Telecom, Banks, Transportation
Total short notional in Taiwan stocks is TWD 237,399 mm (~US$7.83 bn) as of 31 January 2020.Over the Lunar New Year shortened two weeks, the...
328 Views
Container Shipping - Coronavirus and Initial Thoughts
Most of the shipping stocks fell in the third week of January after the breakout of the corona virus caused multiple casualties in China....
384 Views
TRACKING TRAFFIC/Containers & Air Cargo: For Most Box Carriers, Profitability Likely Already Peaked
In H119, container shipping rates in the key Transpacific Eastbound tradelane held up well despite tepid demand, as fleet expansion in most of 2019...
410 Views
Evergreen Marine(2603 TT): Looking for Greener Pasture
EMC’s share price has still been hovering around our previous fair value of NTD 12 (Oct 2018 est.) and we would like to maintain our fair value for...
373 Views