Core Viewpoint - Costamare Inc. has announced the spin-off of its dry bulk business into a new entity, Costamare Bulkers Holdings Limited, with the transaction expected to be completed on May 6, 2025 [1][4][6]. Spin-off Details - The spin-off will be executed through a pro rata distribution, where shareholders of Costamare Inc. will receive one share of Costamare Bulkers for every five shares of Costamare Inc. they hold as of the record date, April 29, 2025 [5][6]. - The timeline for the spin-off includes several key dates: - April 29, 2025: Record date and start of "due-bill" trading for Costamare Inc. shares - May 1, 2025: Start of "when-issued" trading for Costamare Bulkers shares and "ex-distribution" trading for Costamare Inc. shares - May 6, 2025: Distribution of Costamare Bulkers shares and end of "due-bill," "when-issued," and "ex-distribution" trading - May 7, 2025: Regular trading of Costamare Bulkers shares begins [3][4][5]. Company Profiles - Costamare Bulkers Holdings Limited will operate as an international owner and operator of dry bulk vessels, with a fleet of 38 vessels totaling approximately 3,017,000 deadweight tons (dwt) [7]. - Costamare Inc. is a leading owner and provider of containerships, with a fleet of 68 owned containerships and a total capacity of approximately 513,000 twenty-foot equivalent units (TEU) [8].

A shipping company operating their fleet exclusively on the pacific is bound to feel the pinch of tariffs and their consequences on trade flows. Matson (NYSE: MATX ) is such a company, the stock is already downStriving to compound knowledge. Long-time fan of Warren and Charlie. Always invert. "To finish first, you must first finish". Investing own and family funds for +20 years. Senior finance roles at public and private corporations for most of that time.Analyst’s Disclosure: I/we have no stock, option or ...

Company Overview - Performance Shipping Inc. is a global provider of shipping transportation services specializing in the ownership of tanker vessels [2] - The company employs its fleet on spot voyages, through pool arrangements, and on time charters [2] Financial Reporting - The company has filed its 2024 Annual Report on Form 20-F for the fiscal year ended December 31, 2024, with the U.S. Securities and Exchange Commission [1] - The Annual Report includes the company's audited consolidated financial statements and is accessible through the SEC's website and the company's website [1]

Group 1 - The UP World LNG Shipping Index increased by 4.54 points, representing a 3.03% gain, closing at 154.17 points [1] - The S&P 500 index also saw an increase, gaining 5.70% [1] - A chart illustrating the performance of both indices with weekly data is referenced [1]

Core Viewpoint - Diana Shipping Inc. has entered into a time charter contract with China Resource Chartering Pte. Ltd. for its Panamax dry bulk vessel, the m/v Ismene, with a gross charter rate of US$11,000 per day, expected to generate approximately US$3.54 million in gross revenue for the minimum scheduled period of the charter [1][2]. Group 1: Charter Contract Details - The time charter for the m/v Ismene is set to commence on April 26, 2025, and will last until at least March 20, 2026, with a maximum end date of May 20, 2026 [1]. - The charter rate is US$11,000 per day, with a 5.00% commission paid to third parties [1]. Group 2: Fleet Information - Diana Shipping Inc. currently operates a fleet of 37 dry bulk vessels, including various types such as Newcastlemax, Capesize, Post-Panamax, Kamsarmax, Panamax, and Ultramax [3]. - The total carrying capacity of the fleet, excluding two vessels not yet delivered, is approximately 4.1 million dwt, with a weighted average age of 11.46 years [3]. - The company expects to take delivery of two methanol dual fuel new-building Kamsarmax dry bulk vessels by the second half of 2027 and the first half of 2028 [3]. Group 3: Company Overview - Diana Shipping Inc. specializes in shipping transportation services through the ownership and bareboat charter-in of dry bulk vessels, primarily engaged in short to medium-term time charters [4]. - The vessels transport a variety of dry bulk cargoes, including iron ore, coal, and grain, along global shipping routes [4].

Group 1 - The company, TOP Ships Inc., has filed its annual report on Form 20-F for the year ended December 31, 2024, with the U.S. Securities and Exchange Commission [1] - TOP Ships Inc. specializes in owning and operating modern, fuel-efficient eco tanker vessels that transport crude oil, petroleum products, and bulk liquid chemicals [2] - The annual report can be accessed through the company's website or the SEC's website [1] Group 2 - The company aims to leverage safe harbor provisions under the Private Securities Litigation Reform Act of 1995 for its forward-looking statements [4] - Forward-looking statements include plans, objectives, and strategies regarding the company's vessel acquisitions and employment [3]

Company Overview - ZIM Integrated Shipping Services (ZIM) shares increased by 14.9% to close at $13.45, following a significant volume of trading, contrasting with a 42.3% loss over the past four weeks [1] - The stock's rise was influenced by President Donald Trump's announcement of a 90-day pause on most tariffs that had negatively impacted stocks [1] Earnings Expectations - ZIM is projected to report quarterly earnings of $1.95 per share, reflecting a year-over-year increase of 160% [2] - Expected revenues for ZIM are $1.91 billion, which is a 22% increase compared to the same quarter last year [2] Earnings Estimate Revisions - The consensus EPS estimate for ZIM has been revised down by 1.9% over the last 30 days [3] - A negative trend in earnings estimate revisions typically does not lead to price appreciation, indicating potential caution for future stock performance [3] Industry Context - ZIM is part of the Zacks Transportation - Shipping industry, where Euroseas Ltd. (ESEA) also operates [3] - ESEA's consensus EPS estimate has increased by 0.9% to $3.41, representing a year-over-year change of 28.2% [4] - ESEA currently holds a Zacks Rank of 4 (Sell), indicating a less favorable outlook compared to ZIM's Zacks Rank of 3 (Hold) [3][4]

Core Viewpoint - The Nasdaq Composite Index experienced significant volatility, marking its largest intraday swing since 2008, closing 0.1% higher after a dramatic fluctuation from a 5.2% loss to a 4.5% gain [1] Group 1: Market Movements - The Fidelity Nasdaq Composite Index ETF (ONEQ) also exhibited substantial volatility, with swings of 10% within a single day, ultimately closing 0.1% lower [2] - A brief surge of $2.5 trillion in U.S. stock markets was triggered by rumors of a 90-day pause in tariffs, although this rally lasted only seven minutes [3] - Bargain hunters capitalized on the decline in stock prices, particularly after the Nasdaq entered a bear market, with seasoned investors finding opportunities in discounted stocks [4] Group 2: Key Stocks - Rhythm Pharmaceuticals Inc. (RYTM) saw a stock increase of 17.1% and has an estimated earnings growth rate of 41.9% for the year [9] - Golden Ocean Group Limited (GOGL) experienced an 11.9% stock jump and has an estimated earnings growth rate of 4.9% for the year [10] - Rigetti Computing Inc. (RGTI) gained approximately 11% and has an estimated earnings growth rate of 44.1% for the year [11] - Super Micro Computer Inc. (SMCI) increased by 10.7% and has an estimated earnings growth rate of 15.4% for the fiscal year ending June 2025 [11] - Garrett Motion Inc. (GTX) rose about 10% and reported an earnings surprise of 26.18% over the last four quarters [12] Group 3: Economic Outlook - Despite a slowdown in the AI boom, U.S. tech spending is projected to grow by 6.1% to reach $2.7 trillion, supported by anticipated Fed rate cuts [6] - Traders have increased bets on five Fed cuts this year, with the likelihood of a cut in May now exceeding 50%, which could lower borrowing costs and enhance business profitability [7] Group 4: ETF Overview - The Fidelity Nasdaq Composite Index ETF (ONEQ) holds 906 stocks, with a significant concentration in the top 10 holdings, and has an AUM of $6.1 billion [8] - Information technology constitutes 48% of ONEQ's portfolio, followed by consumer services at 15.5%, consumer discretionary at 15%, and healthcare at 6.3% [8]

Shares of United Parcel Service appear lost in transit at the start of 2025, trading down 23% year to date, and falling to a near-five-year low at the time of writing.The logistics giant has been grappling with multiple challenges over the last several years, adjusting to excess post-pandemic capacity and sluggish shipping demand. While the company has a plan in place to address its shifting operating environment to support more profitable growth, a big headwind looms. Sweeping trade tariffs being implement ...

Core Insights - ZIM Integrated Shipping Services Ltd. has announced long-term charters for ten 11,500 TEU LNG dual-fuel container vessels, with a total charter hire consideration of approximately $2.3 billion [1][2][3] - The vessels are expected to be delivered between 2027 and 2028, enhancing ZIM's fleet strategy and commercial agility [1][2][3] - The expansion of the LNG fleet aligns with ZIM's decarbonization objectives and positions the company as a leader in carbon intensity reduction within the shipping industry [3] Company Overview - ZIM, founded in 1945, operates globally in over 100 countries, serving approximately 33,000 customers across more than 330 ports [4] - The company focuses on digital strategies and ESG values to provide innovative transportation and logistics services [4] - ZIM's strategy emphasizes agile fleet management and deployment, targeting major trade routes where it holds competitive advantages [4]