Shipping Stocks Go Bananas, the Worst Rising the Most
DRYS has now spiked (before suspension) more than 2000% post Trump and as the BDI (Baltic Dry Index) popped above 1,000. Most of the trading...
391 Views
Shipping Royalty Tanks (Reasons Behind Seaspan's Correction)
At this point in the cycle, we could say that just about all shipping companies have sailed into the Bermuda Triangle. Seaspan Corp. (SSW US), one...
246 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...
277 Views
Hanjin's Long Tail, and Real World Fallout … and a Window from Triton Container Presentation Deck
In the real physical world, not the sometimes Potemkin land of equities, industries like container shipping continue to struggle. AP Moeller -...
231 Views