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Hapag-Lloyd AG (HLAG GR)
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72
Analysis
Industrials
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Germany
Hapag-Lloyd AG operates as a container shipping line company. The Company offers transportation of goods by sea, road, rail, and inland waterway vessels. Hapag-Lloyd serves customers worldwide.
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bullish
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Yang Ming Marine Transport
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06 Jul 2021 23:11
Yang Ming Marine (2609 TT): Cargo Shipping In First Class
Carriers have gone up A LOT. I think they can continue to go up a lot. And Yang Ming has the strongest forward growth profile out of the listed peers.
David Blennerhassett
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331 Views
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bullish
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China Logistics Property Holdings
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25 Jun 2021 13:21
Squeeze Box: The Port Congestion Contagion
For now, we have a cargo boom, a shortage of capacity, falling inventories, as we head into the peak season, There appears minimal leeway for a...
David Blennerhassett
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535 Views
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bearish
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Evergreen Marine Corp
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21 Jan 2021 08:08
TRACKING TRAFFIC/Containers & Air Cargo: Spot Vs 'Achieved' Rates | Fuel Prices Up | US Retail Weak
Although December container volumes and average pricing improved, we see increasing risks, including rising fuel prices and lackluster US retail...
Tracking Traffic
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254 Views
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bearish
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ZIM Integrated Shipping Services
•
20 Jan 2021 10:37
ZIM at IPO Price Range Looks Reasonable Vs Peers, But Should Investors Add Container Exposure Now?
ZIM at the mid-point of its IPO price range does not look expensive, but the bigger question is: why add container exposure near the peak of the...
Tracking Traffic
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283 Views
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bearish
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ZIM Integrated Shipping Services
•
13 Jan 2021 09:16
Planned ZIM IPO: Opportunistic Listing Near Cycle Peak for Minor Industry Player
ZIM is pursuing an IPO in the US as the container shipping cycle is approaching a peak. In this note we attempt to give investors context that...
Tracking Traffic
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279 Views
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