Container rate momentum remained +ive in March, & we believe carriers' margins probably improved Y/Y in Q124 (despite higher fuel expenses). Our L/S pair trade idea has worked -- but only barely!
What is covered in the Full Insight:
Rate momentum and container throughput
Fuel price and expected margin improvement
Long/Short pair trade idea
YTD performance of container carriers
Upcoming Q124 results announcement from Maersk
SUMMARY
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