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peter5300 t1_je0m6zq wrote

  1. shipping = seasonal
  2. container prices now have their ‘normal pattern’ again.
  3. 2020/2021/2022 due to COVID, harbour closings,…. It were exceptional circumstances and exceptional prices. Look at 2015 - 2020 and you will see the ‘normality’ again in 2023
  4. at these levels container companies are still making money, even in the low-price season (winter)
  5. I did not understand the question. Who makes the profit? There is no ‘extra’ profit. If you take longterm, you pay more then spot today, but less then spot in 5 months. You pay average.
  6. want to invest in container business? ZIM shipping holds around 30$ cash per share, and the share price is 22$. And they are profitable. And they pay strong dividends. A no-brainer!
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n1ck90z OP t1_je0ojgx wrote

Shipping costs went higher during covid and so did consumer prices for chinese products as consequence. Now data shows shipping costs are down to precovid levels but consumer prices are not. This means that the difference in shipping price became profit for someone. The question was which companies are taking these profits because i would expect them to do well in the short/mid term

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Environmental-Ad4090 t1_je1r6id wrote

Shipping is just one factor in the supply chain you have to look at the whole supply chain

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