Container Shipping - A Rising Tide Floats All Boats
Supply-demand balance still delicate, but better than last two years. The balance between supply and demand is still wafer-thin, which has had its...
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Hapag-Lloyd AG (HLAG GR) - On Track to Maintain Full Year Profitability; Upgrade to Attractive
Profit on expected lines. Hapag-Lloyd’s (HL’s) overall revenue for 2Q17 was EUR 2.4bn, which is up 28% y/y. This figure includes EUR 199m of...
171 Views
COSCO – OO: A Done Deal Many, Many Years Ago …Only Price Was Debatable…On to CMA-CGM & Hapag
COSCO is adding two more OOs to its name. This was an open secret for years, given 1) repeated un-announced COSCO SHIPPING Holdings Co., Ltd (H)...
346 Views
Hapag Lloyd AG (HLAG GR, Neutral, EUR 28) - Add HL to a Long-Term Position on Any Pullback
4Q profit but FY16 remains in the red. Hapag-Lloyd (HL) reported another quarterly profit in 4Q16, delivering a profit of EUR 40m, stronger than...
174 Views
Hapag-Lloyd AG – Credit Outlook: Negative | Bond Valuation: Unattractive
Hapag-Lloyd AG – Credit Outlook: Negative | Bond Valuation: UnattractiveCredit positives Hapag Lloyd (HL) holds a leading market position in the...
148 Views