Momentum No More: Japan3 Shipping Lines Report Worsening Container Segment Losses in FYQ4
At the lunch break on Friday, April 27th, the three major Japanese shipping lines all reported March 2018 fiscal year financial results, including...
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TRACKING TRAFFIC/Containers & Air Cargo: Evergreen's Q4 Loss | Who's Exposed to a 'Trade War?'
Tracking Traffic/Containers & Air Cargo is a hub for all of our research on container shipping and air cargo, featuring analysis of...
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'Trade War' Chatter & A Surprise Q4 Loss: Time to Revisit Long CAL/Short Evergreen Pair Trade
On the afternoon of Friday, March 23rd, Evergreen Marine Corp Ltd (2603 TT) reported FY17 preliminary results, which show the company made...
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Container Shipping Sector: Six Months of Declining Share Prices Explained in Three Charts
We began to turn cautious on container shipping last Summer and became more negative as Summer turned to Fall. Our view was that average freight...
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Yang Ming Marine - Macro Tailwinds Lift Operating Fortunes
Revise our call to Neutral: Our Neutral call on YMM is based on the premise that: (1) The long-awaited operational turnaround process for YMM has...
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