Comment / OceanX: 'Untransformed Schenker' stands out

ID 42922608 © Eti Swinford | Dreamstime.com

March is coming to an end shortly and Sunday marked the 100th day of the Red Sea crisis, with little hope of a solution in the near term.

While carriers…

…might be grateful for the “Houthi bounce“ and that, hopefully, will show to some extent in their Q1 results, Alphaliner published their quarterly analysis for Q4 23 carrier financials –> industry Ebit: down -3% ahead of a very challenging 2024.

In negative territory for the first time since ...