Container Shipping: The Good, the Bad, and the Ugly
Carrier fortunes have been subjected to a rollercoaster ride since mid-2018 as the trade war and tariffs between the US and China have fueled...
417 Views
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)...
496 Views
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....
402 Views
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...
573 Views
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....
471 Views