Shipping Industry 06 (Mar 22 - Dec 25)

[behappyalways]

Shipbuilders struggle to get out of the red despite multi-billion dollar orders
https://splash247.com/shipbuilders-stru ... ar-orders/

[behappyalways]

Mighty fall: Container line profits plummet from historic peak
https://www.freightwaves.com/news/conta ... oric-peaks

[behappyalways]

Mixed signals: Container shipping downturn not following the script
https://www.freightwaves.com/news/mixed ... the-script

[behappyalways]

Container shipping sees signs of a bottom (at least, for now)
https://www.freightwaves.com/news/conta ... st-for-now

[behappyalways]

CFI fell and lost a thousand points! The shipping market will be oversupplied this year and next two years...Zheng Zhenmao: Container shipping companies need a long-term war of resistance

CFI轉跌失守千點！航運市場今明2年皆供過於求...鄭貞茂:貨櫃航商要長期抗戰｜非凡財經新聞｜20230504

https://m.youtube.com/watch?v=DRyXnlNwUww

[behappyalways]

Maersk's profit slumps more than half as global trade slows
https://www.theedgesingapore.com/news/t ... rade-slows


"Going To Be Bumpy": World's Largest Container Shipper Warns Of Downturn
https://www.zerohedge.com/markets/going ... s-downturn

[behappyalways]

Container rate war ‘plain as daylight’
https://splash247.com/container-rate-wa ... -daylight/

[behappyalways]

Declining demand after the epidemic... The drop in global demand for shipping containers has hit manufacturers, output plummeted by 71%, CIMC's profits fell by 91%, and profits evaporated by 70% to 90%

疫後需求滑坡...全球海運貨櫃需求降衝擊製造商 產量暴跌71% 中集集團利潤減91% 獲利蒸發7到9成│記者 林芷綺│【台國際局勢】20230526│三立iNEWS

https://m.youtube.com/watch?v=CDkudAVxDZs



RCL sees container freight rate almost halved in 12 months
https://www.seatrade-maritime.com/conta ... -12-months

[behappyalways]

Containerships moving at all-time low speeds
https://splash247.com/containerships-mo ... ow-speeds/


A chart worth pondering and monitoring...World trade (orange) and shippers' stock prices (blue)
https://twitter.com/crossbordercap/stat ... 5463236611

[behappyalways]

Wan Hai's dividend has shrunk to 5 yuan! Evergreen shareholders shouted "too much undistributed surplus": another dividend should be issued at the end of the year

萬海股利大縮水配息5元！長榮股東喊"未分配盈餘太多":年底應再發1次股利｜非凡財經新聞｜20230530

https://m.youtube.com/watch?v=gUYW4mME_h8