TRACKING TRAFFIC/Containers & Air Cargo: March Box Rates Stagnate | WC Box, Air Cargo Activity Slows
Tracking Traffic/Containers & Air Cargo is a hub for all of our research on container shipping and air cargo, featuring analysis of...
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HPHT - 1Q18 Update - Ebbing Tide Leaves Investors Stranded
HPHT on shaky ground: Hutchison Port Holdings Trust (HPHT) announced a lacklustre set of 1Q18 earnings, with the management struggling to find...
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Ports Outlook - Modest Earnings Growth in 2018
Global throughput strengthened in 2017, with Drewry Maritime Research revising upwards the year-on-year growth from 5.5% to 6.0%. While the pace...
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Container Shipping Sector: Six Months of Declining Share Prices Explained in Three Charts
We began to turn cautious on container shipping last Summer and became more negative as Summer turned to Fall. Our view was that average freight...
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HPH Trust - Upbeat Facade Masks Uncertainties
In line with expectations: Hutchison Port Holdings Trust delivered a set of weak results that reflected our thesis for an Unattractive call on the...
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