Seaborne freight nqa Matson (MATX) thiab ship lessor Danaos (DAC) Hnub Monday tau hu tawm cov cim qhia ntawm qee qhov kev txo qis hauv kev lag luam ntim khoom xa khoom, raws li kev thov rau cov khoom lag luam tuaj txawv teb chaws tom qab muaj kev sib kis loj heev.
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Ob lub tuam txhab tau hais cov lus nyob rau hauv lawv cov ntaub ntawv nyiaj tau los ntawm peb lub hlis thib ob. Matson cov txiaj ntsig tau sib xyaw. Tab sis nws tau hais tias tus nqi thauj khoom "yuav tau nce siab rau tam sim no," echoing cov lus los ntawm lub hli tas los, muaj peev xwm muab kev pab cuam rau cov lag luam raug nyem los ntawm cov nqi xa khoom ntau dua tom qab xyoo tas los cov khoom siv-chain crunch txhawb nqa cov chaw nres nkoj thiab warehouses.
Lub caij no, Danaos, uas nws cov nyiaj tau los yeej, tau hais tias nws xav tias yuav muaj kev lag luam qeeb. Tab sis nws kuj tau hais tias cov kev cai ib puag ncig thiab ntau qhov tsis muaj txiaj ntsig tseem tuaj yeem ua kom tus nqi thauj khoom nce siab los ntawm cov cai ua ntej kis thoob qhov txhia chaw.
Cov txiaj ntsig tuaj txog raws li kev txhawj xeeb ntawm kev lag luam poob qis hauv kev lag luam tom qab nce nqi rau cov hauv paus xws li zaub mov thiab roj, thiab raws li cov tub ua lag luam sim ua cov txheej txheem sib xyaw ua ke los ntawm kev lag luam.
Shipping stocks tau ploj mus los ntawm qhov siab tshaj plaws mus txog thaum ntxov xyoo no. Dej hiav txwv freight nqi tau yooj yim. Tab sis lawv tseem siab dua 2019 qib.
Matson Cov Nyiaj Tau Los
Matson khwv tau $9.49 thaum lub quarter. Qhov ntawd yog qhov zoo dua li $ 8.81 ib qho kev kwv yees los ntawm FactSet, nrog rau Matson tus kheej kev kwv yees rau ntau ntawm $ 9.31 txog $ 9.42.
Tag nrho cov nyiaj tau los ntawm kev ua haujlwm tau los ntawm $ 1.261 billion. Qhov ntawd tsuas yog qis dua qhov kwv yees rau $ 1.268 billion.
Matson Tshuag tsis hloov pauv tom qab teev hnub Monday. Shares nce 0.2% rau 91.82 thaum lub sij hawm kev sib kho tsis tu ncua, kuaj kev txhawb nqa ntawm nws 200-hnub kab. Cov Tshuag muaj 94 Composite Rating. Nws qhov ntsuas EPS yog 99.
Raws li nyob rau hauv Honolulu, Matson lub thawv ships, barges thiab lwm yam nkoj khiav ntawm sab hnub poob ntug dej hiav txwv, Asia thiab Alaska. Lub tuam txhab muaj kev pabcuam nrawm uas khiav ntawm Tuam Tshoj mus rau Long Beach.
Matson, hauv tsab ntawv tshaj tawm hnub Monday, tau hais tias "peb Tuam Tshoj kev pabcuam txuas ntxiv pom qhov kev thov tseem ceeb rau nws cov kev pabcuam dej hiav txwv nrawm raws li ntim rau e-lag luam, khaub ncaws thiab lwm yam khoom tseem ceeb. "
Tab sis nrog cov nqi nce siab, nws tau hais tias nws xav tias "kev ua lag luam zoo rau lub xyoo tas los." Tab sis nws kuj tau hais tias nws xav tias muaj peev xwm ntawm nws cov nkoj kom nyob ruaj khov, thiab nws xav tias yuav ua kom nws cov kev pabcuam nthuav dav ntawm Tuam Tshoj thiab California mus txog rau lub Kaum Hli lub caij nyoog. Qhov kev pabcuam ntawd tau tsim tawm xyoo tas los, thaum xyoo 2021 cov khoom siv-chain chaos chaos.
Matson kuj tau hais tias "peb tab tom pom kev xav tau zoo rau peb cov kev pabcuam Tuam Tshoj raws li Tuam Tshoj lub Hoobkas tsim khoom txuas ntxiv rov qab los ntawm Covid-19-kev cuam tshuam txog cov khoom lag luam sib tw. Txawm li cas los xij, nyob rau lub asthiv tsis ntev los no peb tau pom qhov txo qis hauv Transpacific freight nqi ib puag ncig tawm ntawm qhov siab uas tau ntsib ua ntej xyoo no. "
Lub tuam txhab cov lus hais tau zoo ib yam li cov uas nws tau ua thaum nws tshaj tawm qee qhov kev tshwm sim ua ntej lub hli tas los.
Ob leeg Matson thiab Danaos tshaj tawm tom qab cov khoom lag luam-chain bottlenecks xyoo tas los tau nthuav tawm cov txiaj ntsig rau cov thawv ntim khoom los sau cov khoom siab. Kev thim rov qab hauv kev ua lag luam hauv xyoo 2020, raws li Covid kev txwv tsis pub dhau lub ntiaj teb, ua rau cov neeg muag khoom tsis tau npaj rau nthwv dej ntawm kev thov uas ua raws li, ntau tus neeg daig hauv tsev yuav khoom hauv online.
Tsis ntev los no, kev txhawj xeeb ntawm kev poob qis tau loj tuaj. Tebchaws Asmeskas kev lag luam shrank nyob rau hauv lub quarter thib ob, tom qab shrinking nyob rau hauv lub quarter dhau los thiab.
Cov khw muag khoom nyiam Target (TGT) thiab Walmart (WMT) tau sau tseg tsis txhob siv cov khoom xws li TVs thiab khaub ncaws, raws li cov khoom noj khoom haus nce. Kev thauj khoom-thawj thaub qab ntawm cov chaw nres nkoj ntawm Los Angeles thiab Long Beach - qhov pom pom zoo tshaj plaws ntawm lub ntiaj teb cov khoom siv-chain snags xyoo tas los - tau yooj yim.
Txawm li cas los xij, 21 lub nkoj ntim tseem tau nres ntawm dej sab nraum cov chaw nres nkoj rau hnub Friday, thiab cov tsheb thauj mus los tau tsim nyob rau ntawm East Coast ports. Rail yards tseem rov qab. Qhov cuam tshuam ntev dua ntawm kev xa khoom los ntawm Tuam Tshoj txoj kev rov qhib dua, tom qab Covid kaw, tsis paub meej.
Danaos khwv tau
Danaos khwv tau $7.59 ib feem. Qhov ntawd yog qhov zoo tshaj qhov kwv yees rau $ 5.68 ib feem. Cov nyiaj tau los yog $ 250.9 lab, siab dua kev kwv yees rau $ 206 lab.
Lub tuam txhab tau tshaj tawm cov nyiaj faib ntawm 75 xees ib feem rau lub quarter thib ob.
"Ib qho kev sib txuam ntawm cov khoom, suav nrog cov nqi hluav taws xob siab, kev nce nqi, thiab kev cuam tshuam ntawm kev ua tsov ua rog hauv Ukraine, yuav ua rau muaj kev lag luam qeeb qeeb thiab cuam tshuam kev lag luam loj," CEO John Coustas tau hais hauv nqe lus.
"Ntawm qhov tod tes, kev ua tsis tau zoo nyob rau sab ntug dej ntawm cov khoom siv thiab Covid rov tshwm sim hauv Suav teb tau ua kom lub nkoj siv siab nrog ntau lub sijhawm tos hauv chaw nres nkoj," nws hais ntxiv.
Nws kuj tau hais tias nws xav tias yuav nce nqi roj yuav ua rau cov tuam txhab lag luam kom txo kev caij nkoj sai - kev siv zog kom nkim roj tsawg thiab tau txais kev ncua deb ntawm ib nkas loos. Tab sis nws hais tias tej zaum yuav tsis tshwm sim txog rau xyoo tom ntej. Thiab nws tau hais tias ib puag ncig kev cai ntawm cov pa roj carbon emissions tseem yuav ua rau txo qis kev xa khoom ceev.
"Cov kev txo qis no taw qhia rau qhov tsis muaj zog, ntau dua li kev vau, ntawm kev ua lag luam uas peb xav tias yuav ua rau cov nqi siab dua li qhov ua ntej muaj kev sib kis," nws hais.
Danaos Tshuag tau nce 2.5% rau 75.97 tom qab teev nyob rau hauv Tshuag lag luam hnub no. Lub Tshuag reclaimed nws 50-hnub kab lub lim tiam dhau los tab sis zoo qis dua nws 200-hnub.
Shares tau nce ib ncig ntawm 2% txog rau tam sim no xyoo no, tom qab soaring nyob rau hauv thaum ntxov 2022 thiab ces poob mus txog rau thaum ntxov Lub Xya hli ntuj. Danaos' Puas Ntsuam Xyuas sawv ntawm 81, nrog ib EPS Kev Ntsuas Ntsuas ntawm 84. Lub tuam txhab, raws li nyob rau hauv tim Nkij teb chaws, khiav ib tug fleet ntawm 71 thawv ships.
Shipping Stocks: 'Ntau Conservative' cwj pwm
Thaum lub Tsib Hlis, Danaos txoj kev tswj hwm tau hais tias nws tsis zoo li cov saw hlau yuav xoob. Tab sis nws tau sau tseg tias "cov neeg koom nrog kev lag luam tau txais kev coj noj coj ua luv luv dua."
Ntawm lwm cov khoom thauj khoom, thawv-liner ZIM Cov Kev Sib Tw Thauj (ZIM) hloov me ntsis. Shares tau ze rau kev txhawb nqa ntawm lawv 200-hnub kab.
Lub Tsheb Nqa Khoom Hnub Qub (SBLK), uas xa cov khoom lag luam xws li hlau ore thiab nplej, tau nce 0.5% tom qab teev rau hnub Monday. Shares tau nce 4.3% thaum nruab hnub, rov qab lawv 50-hnub kab. Star Bulk tshaj tawm cov nyiaj tau los ntawm peb lub hlis thib ob rau hnub Thursday.
Eagle Bulk Shipping (EGLE), lwm cov khoom xa khoom xa tuaj, tsis hloov pauv tom qab kaw. Cov Tshuag tau ntxiv 2.5% thaum nruab hnub. Eagle Bulk tseem tshaj tawm rau hnub Thursday.
Phab ntsa Street tau yooj yim me ntsis ntawm cov khoom xa khoom xa tuaj ua ntej xyoo no. Russia kev ntxeem tau ntawm Ukraine cuam tshuam kev lag luam ntws rau cov khoom siv raw, ua rau qee lub tebchaws coj cov khoom lag luam los ntawm kev deb, ua kom qhov kev thov rau cov kev pabcuam thauj khoom nce siab. Kev siv nyiaj txiag dav dav sab nraud Asmeskas kuj tau txhawb nqa kev thov rau kev xa khoom.
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Tau qhov twg los: https://www.investors.com/news/shipping-stocks-matson-danaos-earnings-demand-for-goods-wobbles/?src=A00220&yptr=yahoo