1Année·

$MAERSK A (+0,88 %)
$HLAG (+0,22 %)
$ZIM (-0,28 %)
#container


A few weeks ago, there were some posts on the topic of shipping companies, mainly triggered by the partly nice or rather high special dividends 🤑


For all those who deal with shipping companies, perhaps a few facts about transshipment and the largest ports in the world are also interesting? Without container ports, global trade would grind to a halt!


When it comes to valuing and estimating the future development of the companies, the data of the ports or their estimates can also be a good indicator, or another source of information to check your own investment case.


Among the top 10 container ports, there are now 8 in China 😳. The "size" of a port is measured by its handling volume in standard containers, so-called TEU. These are Twenty-foot-Equivalent Units, an internationally standardized unit for throughput volume.


The container throughput worldwide will grow to almost one billion TEU by 2024 (Drewry estimate - see link below). (Drewry estimate - see link below). Asia in particular will grow strongly, according to shipping experts. Europe, the second largest region after Asia, will also benefit from the increase in transport volume, but not quite as strongly. Overall, all regions will record an "increase" in container throughput, including the Middle East, North and South America, as well as Africa and Australia with Oceania.


Throughput has been increasing worldwide for years. Compared to 2015 (index = 100), the container throughput index is 20 percent higher worldwide (120.2 in January 2023). It peaked in June 2022 at 126.4.


The current largest ports in the world (volume 2022) are as follows


1. shanghai 47.28 mio TEU

2. Singapore 37.29 mio TEU

3. ningbo-zhou 33.36 million TEU

4. shenzhen 30.04 mio TEU

5. qingdao 25.66 mio TEU

6. guangzhou 24.60 mio TEU

7. busan 22.07 mio TEU

8. tianjin 21.03 mio TEU

9: Los Angeles 19.04 million TEU

10th Hong Kong 16.64 mio TEU

11 Rotterdam 14.46 mio TEU

12: Dubai 13.97 million TEU

13 Antwerp 13.50 mio TEU

14: Port Klang 13.22 million TEU

15. xiamen 12.03 mio TEU


My conclusion: The increasing freight volumes should not be a disadvantage for the major shipping companies! Nevertheless, to date I am not invested in $MAERSK A (+0,88 %)
$HLAG (+0,22 %)
$ZIM (-0,28 %) and Co. Many factors influence the freight rates and thus also the achievable returns. Container rates China-Europe were a few years ago still under 1000USD, these have increased in the Corona crisis by a multiple, now somewhat normalized again, but still very volatile. For me a little too incalculable. But, still remains an interesting area!


Sources:

Drewry - Maritime Research, Consulting and Financial Advisory Services

Online liner shipping solution - Alphaliner

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34 Commentaires

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1Année
@TomTurboInvest nice contribution, thank you 🙂🤝 As an international logistics manager with focus on the lanes NCMP (simplified exAsia to EU) these topics are my daily bread. Since about August 2022 the sea freight rates are strongly declining and have leveled off again with the current rate to a pre-Covid level. However, one must take into account that due to the geopolitical situation, inflation and the resulting lack of purchasing power, the volume to be shipped has been declining for months or is at a very low level. In short: There is a lack of export volume, forwarders are again contacting customers and asking for volume/orders, shipping companies are canceling planned sailings and announcing blank sailings in order to fill the remaining ships. In parallel, new, large ships with more capacity are being deployed and older, smaller ships are going into the shipyard or being taken off the market. Basically, I can report a slight shift in volumes CN, VN. It remains exciting to see how India will develop. 📈 It is still gigantic sums of TEU that are transported, but for 2023 to the half-year 2024 I do not assume that the shipping company after the record year 2021/2022 to their sales will continue and here it will be exciting, investors will react to this in the long term. No investment advice 🖖😃
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$MPCC also still have some in the depot here. 😊
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I found the rental business around the containers interesting and therefore had $TRTN in the portfolio. ->Because even if less is transported the things were just rented and whether they were on the road or not did not matter. But now no longer in the depot because -> https://getqu.in/hj7Xsl/hKreJy/
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Thank you for these posts, im looking more at what I like about the companies vs the dividend and always grateful to get a better understanding of the industry as got positions in $ZIM and $GSL
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@rockynz It is always good to have information about the business environment as well👍
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Great post! 👍🥰
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ZIM is a pure air number... in my eyes a Ponzi scheme... They only rent ships and pay out too high dividends... which are not covered in any way in the long term.
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