Overcapacity in container shipping
17/11/23 -"The lower target price is due to the downwards revision of our 2024-25 estimates. There is a negative impact on the NAV, DCF (see the related comments) and comparison-based valuations. The trend in ..."
Pages
56
Language
English
Published on
17/11/23
You may also be interested by these reports :
22/10/26
K+N reported strong Q3 results, propelled by volume growth in both Sea and Air. Yields also increased across both Sea and Air, owing to higher ...
19/10/26
We lower our TP to €4.50 and maintain our Reduce rating. The market continues to price a mild scenario on airlines: most companies are passing ...
16/10/26
Our TP at €6.75 is almost unchanged. The market continues to price a benign scenario: airlines are passing through the fuel shock with yields still ...
16/10/26
The scheme document published on 15 October is the first real test of our previous paper. In the end, most of our calls held. Apollo has rewritten ...