Maersk expects profit hike on strong demand and Red Sea crisis
AP Møller-Maersk has raised its full-year earnings guidance amid “strong container market demand”. The Danish ...
Hapag-Lloyd’s (HL) bloody Monday in mid-January is now a distant memory, confirming my fair value estimates – €25.4 a share vs €25.9 currently – were well founded, while reinforcing the view that event-driven investors are playing off HL’s strengths against AP Møller Mærsk’s (APPM) weaknesses and vice versa.
However, the latest news from China, still mixed, is a bit of a headache given the sensitivity of HL’s valuation to downbeat news from the Far East. Some signs are also concerning for APMM, ...
Freight rates will stay high next year – no respite for shippers, predicts Drewry
Rates still slipping as peak season recedes and port strike threat subsides
More cargo chaos at Chittagong Port as transport operators strike
A Trump presidency would put pressure on ocean rates and Asian exports
DP World buys 47,000 teu of containers to boost 'end-to-end' ambitions
Europe's logistics operators tighten security after alert by UK counter-terror services
Trump tariff threat and China downturn will make CNY 2025 'different'
Air cargo market enjoys some calm before an expected Q4 storm
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