Surging Momentum of Consolidation Will Soon Force Response from Asia's 'Leftover' Container Carriers
A series of announced mergers and acquisitions in the global container shipping industry will soon pare the industry down to six large global...
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'The Trump Call' May See Taiwan Airlines Hurt; Short EVA Against Long Position in Evergreen Marine
A brief congratulatory phone call from ROC President Tsai Ing-wen to US President-elect Trump last Friday has angered Chinese officials, who view...
387 Views
Implications of Maersk's Hamburg Sud Purchase
Maersk announced it would make a cash (A $4bn figure was initially thrown out, but this appears too high. Other estimates are Maersk would not...
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Container Shipping: Demand Weak, But Supply Side Taking Needed Steps; Hanjin Sold; Focus On OOIL
In our comments on the global container shipping segment, we have until recently argued that players on the supply side -- liner operators and...
307 Views
Three Japan Giants to Combine Container Assets; Positive in Long-Term, Musical Chairs For Now
What's the deal? Japan's three largest shipping companies -- Nippon Yusen Kk (9101 JP), Mitsui Osk Lines Ltd (9104 JP), and Kawasaki Kisen Kaisha...
269 Views