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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Yang Ming Marine(2609 TT): Already Reeling Financials to Suffer Significant Cost Burden
We maintain our unattractive call on YMM as we do not see any upside in earnings this year as well the next. Besides ballooning debt and equity...
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TRACKING TRAFFIC/Containers & Air Cargo: December Box Rates & Volume Firm | Air Cargo Weak, Again
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
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