Hapag Lloyd (HLAG GR): Riding High on Improving Fundamentals
We prefer HL as our top pick as besides having a balanced geographical footprint it will benefit immensely from the synergies of EUR 374m (USD435m)...
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Hapag-Lloyd AG: What to Expect in 3Q?
We maintain our positive bias and Neutral rating on HL. Our rating is unchanged as we believe macro headwinds could drag down its growth story....
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Tesla: Neither Funding nor Model 3 Demand Appears Secured to Us
Funding Secured?While Musk has pointed to the Saudi Arabian Public Investment Fund as the backing for his "funding secured" tweet, we see a few...
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Maritime Financial Insight - July 2018
Credit markets75% of maritime bonds have fallen in value in the first half of 2018Bondholders have seen losses in the first six months of the year....
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Container Shipping 2018 - Trade War and Higher Costs Dim Hope of Recovery; Revise Sectoral Calls
Investors have been subjected to a roller coaster ride in container shipping stocks over the last 12 months. While the market was looking brighter...
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