SITC International (1308 HK): Well, a Very Quality Company but Too Much Too Fast
A quality and niche intra-Asia shipping company but with share price spiked 51% in less than 2 months, we believe it is prudent to trim. The market...
281 Views
China Transportation: In-Depth Look into April Export Figures and Readthrough to Sea and Air Freight
China's export growth (US$ terms) of 3.5% YoY in Apr reversed the trend of decline in 1Q20, but a deeper look is needed for discovering the...
208 Views
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....
385 Views
TRACKING TRAFFIC/Containers & Air Cargo: September Box Rates Pop | Air Freight Volume Stagnates
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
351 Views
TRACKING TRAFFIC/Containers & Air Cargo: August Box Rates Stop Falling | Air Cargo Yields Firm
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
272 Views