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....
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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...
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Hapag Lloyd (HLAG:GR): Cost Optimization Boosts Bottomline
HL’s 3Q19 EBITDA margin (incl. JV and Associates) of 17% is the highest since we started tracking its financials in 2013. This has been achieved...
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Hapag Lloyd (HLAG:GR): High Stock Price Anomaly
The stock market, a barometer for any industry’s health, has turned out to be favourable for Hapag-Lloyd (HL) and its investors this year. Not only...
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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...
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