Danaos

Outsize profits are still flowing to companies like Danaos and Costamare that lease ships to container lines.

Charter rates are far below the peak but higher than pre-COVID as liners continue to sign new container-ship leases.

As container shipping stocks get battered by collapsing rates, tanker shares could be poised for a long bull run.

Container and dry bulk shares soared last year, leaving tanker stocks behind. This pattern has now reversed.

Retail stock pickers seem increasingly nervous about shipping. Shares of dry bulk, tanker, container and mixed-fleet owners all fell.

Tanker, bulker and LNG shipping stocks rise as domestic freight and container stocks face pressure.

Charter rates hold steady at their peak as the seemingly neverending container shipping boom continues.

Some shipping shares are rising because of war tailwinds. Others are rising despite war headwinds.

Tanker stocks favored by retail traders post big gains, while most container and dry bulk stocks hold steady.

Jefferies analyst Randy Giveans maintains that container shipping stocks still have a lot more room to run.

Barring an economic downturn, U.S. demand could still be squeezing ports a year from now.

For bulk commodity shipping, a rough start to the year. For container shipping, the profit bonanza continues.

Shares of Zim are flirting with a new peak while shares of ship-leasing, dry bulk and tanker companies lose ground.

Container, dry bulk and tanker stocks are down from recent highs. Temporary setback or something more?

Liner deals in the ship-leasing market imply strong confidence in high freight rates for the foreseeable future.

Dry bulk and LNG shipping stocks now at 52-week peaks with container stocks not far from the top.

Despite epic container rates and hefty dry bulk profits, stocks fell by double digits over the past three weeks.

Congestion is cutting liner capacity just as freight rates are at all-time highs, incentivizing carriers to buy or charter more ships.

Freight forwarder will pay “absolute historic high” to secure container ship as “people are panicking” amid “out of control” market.

ZIM is the liner most exposed to upside from America’s import binge. It’s taking full advantage of the situation.

Danaos will stockpile cash from the current boom and spend it on new ships when environmental regs are clearer.

COVID has been great for stocks. In ocean shipping, container and dry bulk shares rode the wave. Tankers stocks sank.

Liners are paying historically high rates to charter ships and maximize their exposure to the booming freight market.

As cargo shippers struggle, container-vessel companies rake in massive profits. Early signals point to record Q1 results.

Newbuild-to-fleet ratio now 15.3%, up from 9.4% in mid-2020. But orders are not high enough yet to wave red flags.

Container, dry bulk and tanker stocks push forward. Biggest winner since mid-2020: Danaos, up (this is not a typo) 1,202%.

Even after a wave of just-ordered container ships is delivered by yards, cargo shippers are unlikely to see lower freight rates.

A Biden administration teamed with a Democratic Congress should lead to even more stimulus, a recipe for even more container imports.

Successful IPO by ZIM would offer investors direct exposure to trans-Pacific freight-rate craziness, but not without risks from debt load.

Ocean carriers toed the line on capacity control in 2020. What does this new normal mean to shippers, yards and leasing companies?

Container shipping stocks are back to pre-COVID levels whereas many tanker and bulker stocks are down by double-digits year-to-date.

The trans-Pacific capacity crunch continues. Container volume that’s either inbound to Los Angeles or stuck at anchorage is surging.

Analysts point to upside prospects for container-ship stocks as charter rates rebound.

U.S. importers now paying three times more per mile than Europeans for transport of Chinese goods.

The more sailings cancelled, the more risk to companies leasing container ships to carriers.

Higher freight rates are piquing investor interest, bringing ship owners back to the capital markets.

Danaos expects in 2020 container trade demand growth will outpace supply growth for the first time in almost 10 years.

Escalations in trade tensions between the U.S. and China could discourage containership owners from ordering new ships.

The quarterly results of Costamare reveal continued rise in container-ship charter rates.

Despite all the negative news, container shipping may be on a steadier course than in previous decades.

Large ships may provide liner operators with economies of scale, but they are proving more expensive in the chartering market.