TRACKING TRAFFIC/Containers & Air Cargo: Rates Rose in January, But Margins Remain Under Pressure
Our index suggests average container shipping rates increased by around 6.6% in January. This is the largest YoY increase for our index since June...
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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....
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TRACKING TRAFFIC/Containers & Air Cargo: For Most Box Carriers, Profitability Likely Already Peaked
In H119, container shipping rates in the key Transpacific Eastbound tradelane held up well despite tepid demand, as fleet expansion in most of 2019...
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SITC International (1308 HK): Creator of Shareholder Value
Sitc International (1308 HK) is an exceptional shareholder value creator, despite its operation in a traditional volatile low-return container...
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Container Shipping: The Good, the Bad, and the Ugly
Carrier fortunes have been subjected to a rollercoaster ride since mid-2018 as the trade war and tariffs between the US and China have fueled...
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