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CMA CGM 3Q18: Reprieve in Bunker Costs on the Way?

Earnings Note: 28 Nov 2018, 11:18 AM ET - CMA CGM reported 3Q18 results that continue to highlight positive growth in demand, offset by a drag on earnings due to the rise in fuel costs.

Hapag-Lloyd 3Q18: Fuel Recovery Plan On the Way

Earnings Note: 08 Nov 2018, 9:27 PM ET - Hapag-Lloyd reported solid results, and although market headwinds remain, remains cautiously optimistic and well positioned to react to potential headwinds on the horizon.

CMA CGM 2Q18: Fuel surcharges, M&A on the Horizon

Company Analysis: 11 Sep 2018, 8:05 AM ET - 2Q18 results were expected to be weak, but liquidity remains solid and 2H18 will improve sequentially as fuel surcharges kick in.

US Strategy: Tariffs as Repricing Event?

Strategy Analysis: 01 Mar 2018, 9:40 PM ET - The market has been building in very low odds of a trade war event, a NAFTA withdrawal, or a significant escalation of tit-for-tat trade retaliations on a broader scale.  The odds-makers just got a fresh load of input.

CMA CGM: Taps 5.25s of 2025 for €150 mn

Worth Watching: 06 Nov 2017, 5:37 AM ET - CMA CGM (B3/B-) is tapping its €500 mn 5.25% 2025 senior unsecured notes for an additional €150 mn, less than one month after issuing the bond (see CMA CGM: Issuing €300m 7NC3 Bonds, IPT 5.5%-5.75%). This will take the total outstanding amount t ..

Hapag-Lloyd: 2Q17 Earnings

Worth Watching: 29 Aug 2017, 4:52 PM ET - Hapag-Lloyd reported solid results that benefitted from the improving pricing environment – although the consolidation of UASC, as well as the company's long term contract mix, has held the company back from posting even stronger improvements. ..

CMA CGM 1Q17: Riding the Recovery Wave

Earnings Note: 23 May 2017, 8:44 PM ET - CMA CGM reported strong 1Q17 results as the rise in freight rates, improvement in operating performance and NOL synergies more than offset the sharp rise in bunker fuel costs.

Hapag-Lloyd 1Q17: Fuel Costs Weigh on Margins

Earnings Note: 13 May 2017, 10:53 AM ET - Hapag-Lloyd reported results that were weighed down by the rise in bunker fuel costs, while freight rates continue to improve sequentially, but still remain down YoY.

CreditSights 12th Annual European Conference

Announcement: 29 Nov 2016, 8:54 PM ET - Download our Conference Mobile App for our upcoming event on Friday 9th December 2016.

Using the New E-Mail Alerts System

Announcement: 18 Feb 2015, 11:28 PM ET - CreditSights launched its new beta e-mail Alerts system on  Mon, February 23rd. A new interface allows users to manage their e-mail  Alerts. This is a user guide for managing your e-mail Alerts in the new system.

Announcing CreditSights' New E-Mail Alerts System

Announcement: 12 Feb 2015, 11:27 PM ET - CreditSights announced the launch of its new beta e-mail Alerts system on Monday, February 23rd. Your previous e-mail Alert preferences will be carried over into the new beta e-mail Alerts system.

Container Ports: Longshoreman Talks Break Down

Worth Watching: 23 Aug 2012, 8:49 PM ET - Container Ports: Contract negotiations between International Longshoreman Association and the United States Maritime Alliance broke down on Wednesday when the USMX raised productivity and efficiency concerns, topics apparently focused on legacy ..

UPS: Pulls the Trigger on TNT Bid

Company Analysis: 19 Feb 2012, 9:25 PM ET - UPS pulled the trigger and made a €9 per share bid for TNT Express. We believe UPS can easily absorb the acquisition, which would also provide a means for Post NL to finally divest its stake in TNTE.

Euro Airlines & Airports: Update on Volcanic Ash

Worth Watching: 19 Apr 2010, 5:23 AM ET - Euro Airlines & Airports: Airline, airport and leisure stocks are down sharply again today as the volcanic ash cloud continues to hang over Europe. While a number of airlines carried out test flights this weekend, airport closures continue to be p ..

Euro TROs Earnings Recap: Highway 1Q09 Revisited

Earnings Note: 27 May 2009, 10:36 PM ET - We update our Relative Value Opinions on the European TROs (Abertis, Atlantia and Brisa) after their 1Q09 results.

European Toll Roads: 2009 Outlook & RV Update

Sector Outlook: 08 Apr 2009, 10:40 PM ET - We discuss the 2009 Credit Outlook for the European Toll Roads Sector and update our Relative Value Opinions.

Global Freight & Logistics: Macro Trends, Relative Value and Earnings Recap

Sector Analysis: 17 Nov 2008, 8:54 PM ET - The macroeconomic backdrop continues to head from bad to worse, but the major players in the Freight & Logistics sector are hunkering down and will maintain solid credit risk profiles.

European Toll Road Operators: New Tearsheets Published Following Release of Nine Months 2007 Results

Worth Watching: 12 Dec 2007, 12:43 AM ET - European Toll Road Operators : CreditSights has today published new Tearsheets on three European Toll Road Operatos that form part of our core European Industrials Coverage, following the release of their nine month results to September 2007. Resu ..

The Strategist/Analyst Interviews: Rails, Freight and Logistics

Strategist-Analyst Interview: 20 Sep 2007, 8:55 AM ET - We reflect on the LBO speculation and the shareholder friendly posture in the rail, freight & logistics sector, frame it against the events of the summer in the credit markets, and highlight what should be expected going forward.

June Sector Rankings - Industrials

Sector Rankings: 10 Jul 2005, 9:05 PM ET - We update our outlook for the Industrials sector, where we record changes this month in the appliances segment.

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