bullish
Monthly Container Shipping Tracker | February Spot Rates Strong | Volume Firm, Too | (March 2024)
375 Views25 Mar 2024 10:58
February price momentum improved dramatically, to levels not seen since Q322. Spot rates have lifted some carriers' shares YTD, but we expect share performance to converge in the medium-term.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
Rising
Tracking Traffic
Asian Equities Analyst, Logistics & Transport
Price Chart(Sign Up to Access)
- Why an Israel-Hamas Ceasefire Probably Wouldn't Lead to Lower Container Rates in Short-Term14 Jun 2024
- Monthly Container Shipping Tracker | Pricing Still Firm | Share Prices Converging | (May 2024)27 May 2024
- Monthly Container Shipping Tracker | March Volumes Strong | Q1 Margins Likely Up Y/Y (April 2024)21 Apr 2024
- Pair Trade Idea: Short Evergreen Against Long Maersk / ZIM17 Mar 2024
- Monthly Container Shipping Tracker | LNY Timing, Red Sea Re-Routes Boosted Revenue | (February 2024)21 Feb 2024
- Maersk FY23 Meets Guidance | But FY24 Guidance & Commentary Rock Hopeful 'Glass Half-Full' Investors12 Feb 2024
x