Hapag-Lloyd: Updating On Shipping In 2026E

I was actually about to prepare an article where I wanted to analyze the surprising surge in earnings that happened to one of the shippers I review - Hapag-Lloyd (HPGLY). The article was about 30% done, and the research with it, when the company promptly dropped - and continued dropping to this day. Today, the day of writing this article, the company is down more than 11% for the ADR HPGLY as I am writing the piece. That means that my original thesis, which I am now updating and have actually been holding f ...