Value in North America's land transport: cheap, dirt cheap and expensive stuff
Not all expected to move forward at the same speed
The mania sweeping the container shipping markets is now infecting its supplier sub-sectors, and the next six months could be a real sweet spot for non-operating shipowners (NOOs) with tonnage available for hire.
Who would have thought it only 12 months ago.
Background
On a preliminary basis, it’s useful to compare two sectors sharing the common trait of playing the asset game – non-operating shipowners (NOOs) and container leasing companies.
While their key customers are the shipping lines, which use leased assets to complement ...
Comment on this article