bullish
Pair Trade Idea: Short Evergreen Against Long Maersk / ZIM
447 Views17 Mar 2024 10:56
The divergent performances of container carriers Evergreen, Maersk, and ZIM since Q4 last year suggest a LONG Maersk/ZIM against SHORT Evergreen pair trade.
SUMMARY
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- 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
- Monthly Container Shipping Tracker | February Spot Rates Strong | Volume Firm, Too | (March 2024)25 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
- Spot Container Rates Surge | New Fees Also Boosting Carrier Revenue | Increases Could Lift '24 Rates14 Jan 2024
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