TRACKING TRAFFIC/Containers & Air Cargo: January Container Rate Hikes Unlikely to Last Past LNY
Tracking Traffic/Containers & Air Cargo is a new research product designed to be the showcase for all of our research on container shipping and...
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Is Yang Ming Out of the Woods After a Series of New Share Offerings?
Government raises stake further, but is it enough? Yang Ming (YMM) completed its second round of capital raising amounting to NTD 6bn (USD 200m)....
149 Views
Confessions of a Shipping Analyst (Or, 'Voyage of the Damned, Asian Equity Research Version')
At the risk of making Smartkarma (SMARTKARMA SP) seem like a New Orleans confessional the day after Mardi Gras, here's another analyst 'confession'...
361 Views
Container Shipping Cyclical Gains Waning; Japan's K-Line Cuts 3/18 OP Target on Rising Competition
Last week we noted that, after several quarters of improving profitability, container shipping earnings could begin to stagnate as the industry...
177 Views
You Are Here--> Taiwanese & Japanese Container Carriers' Recovery & Valuations Since Hanjin's Demise
In this note we aim to show investors how far the Taiwanese long-haul container carriers and their Japanese rivals have come since Hanjin Shipping...
596 Views