Port Valuations Plunged into Overvalued Territory Spelled by Trade War Doom
As global port throughput suffered in 2018 the impact of the trade war began to show on manufacturing and trade activity in China, Germany and much...
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Santos: One Swallow Does Not Make a Summer
In November 2018, Santos Brasil extended its contract with Maersk, and by association with Hamburg Sud, renewing hopes of improved synergy with the...
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Drewry Ports Outlook 2019- Trade Concerns Keep Investor Appetite in Check
Financial performances of port operators came under the double-edged sword of weak macro and protectionist trade practices. As such, volume...
510 Views
Santos Brasil (STBP3): Will Santos Turnaround and Deliver?
Maersk renewed its contract with Santos Brasil expiring in March 2021. We anticipate additional demand created by Maersk’s contract could...
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Maritime Financial Insight - July 2018
Credit markets75% of maritime bonds have fallen in value in the first half of 2018Bondholders have seen losses in the first six months of the year....
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