SHansche Last April, I started coverage of Frontline (NYSE:FRO) with a “Hold” rating, saying the company was riding some powerful market trends, but that they wouldn’t last forever. In December, meanwhile, I noted the company was starting to trade at a large premium compared to the value of its vessels. The stock has been a…
Camille Delbos/Art In All of Us/Corbis News via Getty Images Listen here or on the go via Apple Podcasts or Spotify. J Mintzmyer explains the ins and outs of the shipping sector (3:00). Why the Suez Canal and Red Sea matter so much to the industry (5:50). Investment opportunities in tankers and containerships (14:20). Why…
Daniel Wright Note: I have covered ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) previously, so investors should view this as an update to my earlier articles on the company. In a surprise twist of fate, Israel-based liner company ZIM Integrated Shipping Services Ltd. (“ZIM”) appears to be among the greatest beneficiaries of the ongoing Houthi attacks…
josefkubes/iStock Editorial via Getty Images Having survived a challenging environment last year amid COVID-driven supply constraints and outsized raw material inflation pressures, things are finally heading in the right direction for Japanese auto manufacturer Nissan Motor (OTCPK:NSANY). In its most recent quarter, Nissan posted sharply higher operating profits and earnings growth YoY, helped by easing…