Matson: Underappreciated Compounder With Fortress Balance Sheet
Core Insights - Matson is a Hawaii-based shipping vessel operator with a fleet of 26 ships and three under construction, focusing on key shipping routes between China and the USA, as well as between the US non-contiguous states like Alaska [1] Company Overview - The company operates in significant shipping lanes, indicating its strategic importance in the logistics and transportation sector [1] Fleet Information - Matson's current fleet consists of 26 ships, with an additional three vessels under construction, showcasing its commitment to expanding operational capacity [1]