Pair Trade Idea: Short Evergreen Against Long Maersk / ZIM
The divergent performances of container carriers Evergreen, Maersk, and ZIM since Q4 last year suggest a LONG Maersk/ZIM against SHORT Evergreen...
449 Views
Monthly Container Shipping Tracker | LNY Timing, Red Sea Re-Routes Boosted Revenue | (February 2024)
Container shipping price momentum in January jumped on Red Sea re-routes and a Y/Y increase in operating days. We highlight a growing gap between...
376 Views
Maersk FY23 Meets Guidance | But FY24 Guidance & Commentary Rock Hopeful 'Glass Half-Full' Investors
Maersk's downbeat commentary appeared to surprise investors last week. It also revealed a mismatch between management's long-term views and...
441 Views
Monthly Container Shipping Tracker | Rate Momentum +ive | Throughput Up, Too | (January 2024)
Price momentum for deep-sea container rates is improving, and container volumes are also firming. Meanwhile, cheap fuel remains a slightly helpful...
367 Views
Monthly Container Shipping Tracker | Lapping Easy Comps | Red Sea Re-Routes & More (December 2023)
We believe price momentum has started to get "less bad", mainly due to easier Y/Y comps. A potential Red Sea re-route could soak up lots of under...
463 Views