❗️🌎#logistic #world #sea
global freight rates have soared back to pandemic-era levels.

💥#DAC

🇬🇷#DAC #earningsseason
Danos Corp: quarterly financial results ($ M)

- Price/Earnings (4Y): 2.5
- Price/FreeCashFlow (4Y): 3
- Dividend Yield: 4%
- Buyback Yield: 3.5%
- Industry: Marine Transportation

#watchlist

🚫🌎#logistic #container #geopolitics
BBG: the number of container ships transiting the Suez Canal is rapidly declining, signaling a crisis-level logistical disruption reminiscent of the days of COVID.
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WSJ: average costs to ship a container have more than doubled in one month

💥#DAC

🇬🇷#DAC #earningsseason
Danaos Corp: quarterly financial results ($, M)

- Price/Earnings (4Y): 2
- Price/FreeCashFlow (4Y): 3
- Dividend Yield: 4%
- Buyback Yield: 4%
- Industry: Marine Transportation

#watchlist

🌎#logistic #container #world #macro
сontainer shipping costs are rising again.

historically, Shanghai's rates have been a leading indicator.

❗️#DAC

🌎#logistic #container #world #macro
global сontainer rates are rising again.

historically, Shanghai's rates have been a leading indicator (chart).

💥#DAC

🌎#logistic #container #world #macro
сontainer shipping costs continue to rise

historically, Shanghai's rates have been a leading indicator.

❗️#DAC