bearish
TS Lines Pre-IPO | Like Wan Hai Lines, but Smaller | Intra-Asia Update | Approaches to Valuation
Tracking has highlighted this Insight as a Top Pick
780 Views05 Jun 2023 09:18
The obvious, direct comparable for TS Lines is Wan Hai Lines of Taiwan. In this insight we compare the two, review market conditions, and suggest useful valuation approaches.
Boomeranged on Wed, 10 Jul 2024 10:44
Intra-Asia container carrier TS Lines filed to list its shares in Hong Kong (again) at the end of May, and its filing included full-year 2023 results (but nothing from Q124). Since the company withdrew from Transpacific and Europe-Asia markets in 2023, its most likely comp remains Taiwan's Wan Hai Lines (and maybe Thailand's Regional Container Lines).
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, 7-minute read)
Discussions
(Paid Plans Only)
Rising
Tracking Traffic
Asian Equities Analyst, Logistics & Transport
Price Chart(Sign Up to Access)
- Monthly Container Shipping Tracker | Rates Depressed, Stable | Worst of 'Storm' Passed (July 2023)24 Jul 2023
- US PPI: Tailwinds from Transportation Price Collapse Set to Subside in H2 202317 Jul 2023
- Monthly Container Shipping Tracker | Rates Stable | Strike Averted | Fuel Prices Lower (June 2023)19 Jun 2023
- Monthly Container Shipping Tracker | Price, Volume Declines Moderate | Fuel=Tailwind (May 2023)22 May 2023
- Maersk Q1: Earnings Fine | Guidance Intact | Takeaways for Container Shipping (And Inflation)08 May 2023
- TRACKING TRAFFIC/Container Shipping: Momentum Bottomed | Shares Stabilized | Focus on May News24 Apr 2023
x