Shipping Industry 06 (Mar 22 - Dec 25)

[behappyalways]

SCFI even red sea king out of the port, Wanhai lights up to lead the rise of the three shipping companies,
The Red Sea crisis continues, the three shipping companies surge, foreign investment buys more than 10 majors

SCFI連紅航海王出港 萬海亮燈領漲貨運三雄 紅海危機延續 海運三雄強漲進外資買超10大｜非凡財經新聞｜20241101

https://m.youtube.com/watch?v=DqS93dW5QfQ

[behappyalways]

雙11後出貨退燒...馬士基降運價直言"還是賺很大"！川普2.0關稅又起？貨櫃.散裝運價醞釀新漲勢｜非凡財經新聞｜20241118
https://m.youtube.com/watch?v=opxoxdzSnkg

[winston]

Global shipping costs likely to remain high amid tariff threats

Global shipping costs are expected to remain high next year, with freight rates likely to continue rising due to ongoing challenges in the shipping industry, including US President-elect Donald Trump’s tariff threats and the situation in the Red Sea.

Targeted tariffs on China’s imports would push the country to seek new markets, leading to a shift in trade routes toward Europe, South-East Asia, and other regions.

Source: Bernama

https://www.thestar.com.my/business/bus ... ff-threats

[behappyalways]

貨櫃搶艙再起! 航商傳出爆滿"暫停收貨" 預期歐美線滿到年後 貨櫃三雄今日股價反走跌...｜非凡財經新聞｜20241223
https://m.youtube.com/watch?v=1q04tnU5NAw

[behappyalways]

陽明看好明年長約運價 最憂美碼頭工人罷工 "2大因素"支撐專家展望海運審慎樂觀｜非凡財經新聞｜20241224
https://m.youtube.com/watch?v=yatwKNh4iFU

[behappyalways]

Suez Canal Revenue Down 60%, But Red Sea Outlook May Be Changing
https://www.zerohedge.com/economics/sue ... e-changing

[behappyalways]

Evergreen’s year-end bonus is 20 months, and Yang Ming’s 5-month salary increase is 3% next year.

好羨慕! 長榮年終大手筆豪發20個月 陽明5個月明年加薪3%｜非凡財經新聞｜20241231

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

[behappyalways]

SCFI rises 6 times in a row!
The labor negotiations in the East US add uncertainty to the market outlook for shipping stocks. China-Philippines Line's sea and air operations in December are booming... bullish until after the Lunar New Year

SCFI連6揚!美東勞資協商為航運股後市添變數 中菲行12月海空運營收旺...看漲到農曆春節後｜非凡財經新聞｜20250106

https://m.youtube.com/watch?v=swgC5BZt5N8

[behappyalways]

Port Strike Averted As Longshoremen, USMX Reach Contract Agreement On Automation
https://www.zerohedge.com/markets/port- ... automation

[behappyalways]

Ocean Rates Could Fall As Houthis Say They Will End Red Sea Attacks
https://www.zerohedge.com/geopolitical/ ... ea-attacks