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Americas
Teekay Tankers’ road to redemption is also that of other tanker stocks
Teekay Tankers (TNK) is taking the long road back to investors’ portfolios. After many lonely years out in the wilderness…
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Containers
How to approach the rebound in container vessel owner values
In January I wrote for Splash on Pacific Basin valuation approaches. Bulk has been in a rebounding form from low-lows…
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Contributions
Shipping’s false idols of equity and debt
A colleague’s piece I read recently mixed up some of his financial terms in an obvious market shorthand manner that…
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Contributions
Pacific Basin valuation approaches need a rethink
During the peak of China-induced global peak in commodities boom around 2008 I spoke at a shipping conference in New…
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Dry Cargo
The coming impact of electric vehicles on bulk shipping
Like Bitcoin, electric vehicles (EVs) are topics du jour and fascinating subjects. EVs, though, I find more interesting in that…
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Contributions
Concerns about how the Cosco deal for OOCL came about
Few people have tracked the highs and lows of Cosco and OOCL more closely than Charles de Trenck over the…
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Containers
No longer a Seaspan bear
Container shipowners have been through a very rough patch. Danaos has been under a microscope among listed shares. And Seaspan…
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Containers
The geopolitical implications of OOCL as next domino (post Hamburg Süd)
Sounds like a Cold War title. But that’s just it. It’s not so much that Trump is elected that warrants…
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Containers
Cosco and China Shipping merger: First impressions
I spent most of Sunday looking through COSCO and COSCO Pacific reorganization disclosures. I found my conclusions and readings quite…
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Contributions
Cosco – China Shipping merger: Can you make a national champion out of failures?
After many years of rumours, we now have confirmation that China’s government is moving to reorganise its largest shipping companies.…
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Asia
NOL’s potential deals – reading between the lines
NOL’s wording in its press announcement today does seem to confirm the press reports last week of a potential sale…
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Contributions
Retracing key management failures at China’s flagship shipping companies
When I initiated on the day of the China Shipping Container Lines IPO with a Sell rating back in 2004…
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