ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S.

Maersk ups profit guidance again after bumper quarter
https://splash247.com/maersk-ups-profit-...r-quarter/

Tanker, Bulker, LNG Rates Plunge, Container Rates Hold Near Top
https://www.zerohedge.com/economics/tank...d-near-top

Annual contract freight rates this year will be going up by more than 60% on the major routes, when compared with 2021 contract rates, Drewry estimates, allowing for greater profits even as volumes fall.

Liner shipping profits tipped to hit $200bn this year
https://splash247.com/liner-shipping-pro...this-year/

Heliconia Capital emerged as a white knight by injecting US$600 million for a 75% stake in PIL and granting the beleaguered company loans to maintain its operations.

Reborn PIL revives newbuilding appetite
https://container-news.com/reborn-pil-re...-appetite/

maybe change PIL name to NOL.......

Container shipping has greatest quarter ever — with more to come
https://www.hellenicshippingnews.com/con...e-to-come/


Carriers' great expectations for Q1 profits look set as rates bull run continues
Carriers' great expectations for Q1 profits look set as rates bull run continues

Probably surge in revenue due to revised long term rates ...

航海王連淡季都這麼旺! 長榮海運1月營收568.41億再創新高 法人看好"運價"維持高檔 貨櫃三雄.散裝業等前景相當樂觀│記者 方昱翔 許智雄│【台灣要聞】20220211│三立iNEWS
https://m.youtube.com/watch?v=YfVSL1SFC8Q

Boxport congestion worsening rapidly
https://splash247.com/boxport-congestion...g-rapidly/



Shipping Fuel Costs: The Unseen Enemy In The Fight Against Inflation
https://www.zerohedge.com/energy/shippin...-inflation

美國船運從夏季塞到冬季 凸顯港口效率低 TVBS文茜的世界財經周報 20220227 X 富蘭克林‧國民的基金
https://m.youtube.com/watch?v=uPvl8Lt7hwk&t=5s

Russia's war on Ukraine could triple ocean shipping rates to $30,000 per container, expert says
https://www.businessinsider.com/russia-w...rts-2022-3