Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential [1] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors [1] - The diversification of investment portfolios across various industries and market capitalizations is becoming a common practice among investors [1] Investment Trends - There is a notable trend of investors moving from traditional savings in banks and properties to stock market investments for better returns [1] - The entry into the US market by investors from the Philippines reflects a growing interest in international investment opportunities [1] - The use of analytical platforms like Seeking Alpha is aiding investors in making informed decisions by comparing different market analyses [1] Sector Focus - Key sectors of interest include banking, telecommunications, logistics, and hospitality, which are attracting significant investment [1] - The logistics and shipping industries are particularly highlighted as areas of investment, indicating their importance in the broader economic landscape [1]

Core Insights - Dry bulk shipping rates have decreased by approximately 25% this week, primarily due to a dispute regarding BHP's iron ore shipments to China and a seasonal decline in demand [3] Group 1: Shipping Rates - Spot rates for Capesize bulk carriers fell by 6% on Thursday [3]

Spot rates for Capesize bulk carriers sank 6% on Thursday https://t.co/RzO88Fn1ns ...

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential [1] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors [1] - The diversification of investment portfolios across various industries and market capitalizations is becoming a common practice among investors [1] Investment Trends - There is a notable trend of investors moving from traditional savings in banks and properties to stock market investments for better returns [1] - The entry into the US market by investors from the Philippines reflects a growing interest in international investment opportunities [1] - The use of analytical platforms like Seeking Alpha is aiding investors in making informed decisions by comparing different market analyses [1] Sector Focus - Key sectors of interest include banking, telecommunications, logistics, and hospitality, indicating a broad investment strategy [1] - The logistics and shipping industries are particularly highlighted as areas of investment, suggesting their importance in the current economic landscape [1]

Core Viewpoint - Global Ship Lease, Inc. will participate in the 17th Annual New York Maritime Forum on October 14, 2025, and will host one-on-one investor meetings during the event [1][2]. Company Overview - Global Ship Lease is an independent owner of containerships with a diversified fleet of mid-sized and smaller vessels, incorporated in the Marshall Islands and operational since December 2007 [3]. - The company was listed on the New York Stock Exchange in August 2008 [3]. Fleet and Charter Information - As of June 30, 2025, the company operates a fleet of 69 vessels with an average age weighted by TEU capacity of 17.7 years, including 39 wide-beam Post-Panamax ships [4]. - The average remaining term of the company's charters is 2.1 years on a TEU-weighted basis, with contracted revenue of $1.73 billion [5]. - Including options under charterers' control, the total contracted revenue is $2.23 billion, representing a weighted average remaining term of 2.8 years [5]. Event Participation - Mr. Thomas Lister, CEO, will speak on the Container Shipping Sector panel from 9:50 to 10:25 AM ET, and Mr. George Youroukos, Executive Chairman, will speak on the Capital Markets panel from 11:35 AM to 12:15 PM ET [6].

Core Viewpoint - Global Ship Lease, Inc. will participate in the 17th Annual New York Maritime Forum on October 14, 2025, and will host one-on-one investor meetings during the event [1][2]. Company Overview - Global Ship Lease is an independent owner of containerships with a diversified fleet, incorporated in the Marshall Islands, and commenced operations in December 2007 [3]. - The company was listed on the New York Stock Exchange in August 2008 [3]. Fleet Information - As of June 30, 2025, the company operates a fleet of 69 vessels with an average age weighted by TEU capacity of 17.7 years, including 39 wide-beam Post-Panamax ships [4]. Charter and Revenue Details - The average remaining term of the company's charters, on a TEU-weighted basis, is 2.1 years, with contracted revenue of $1.73 billion [5]. - Including options under charterers' control, the total contracted revenue is $2.23 billion, representing a weighted average remaining term of 2.8 years [5]. Event Participation - Mr. Thomas Lister, CEO, will speak on the Container Shipping Sector panel from 9:50 to 10:25 AM ET, and Mr. George Youroukos, Executive Chairman, will speak on the Capital Markets panel from 11:35 AM to 12:15 PM ET [6].

Core Points - TEN Ltd. announced a quarterly cash dividend of approximately $0.59375 per share for its Series F Preferred Shares [1] - The dividend is for the period from July 30, 2025, to October 29, 2025 [2] - Payment will be made on October 30, 2025, to holders of record as of October 27, 2025 [3] - This marks the 29th dividend payment since the Series F Preferred Shares began trading on the NYSE [3] Company Overview - TEN Ltd. was founded in 1993 and has been a public company for 32 years, making it one of the first established public shipping companies [5] - The company operates a diversified energy fleet consisting of 82 vessels, including various types of tankers and carriers, totaling approximately 11 million deadweight tonnage (dwt) [5] - As of the date of the press release, there are 6,747,147 Series F Preferred Shares outstanding [4]

VanderWolf-Images/iStock Editorial via Getty Images Portfolio Commentary As of 10/1/2025, my cumulative return for my portfolio from inception is 115% and overall return year-to date is 13.2%. Here is my current allocation as of 10/1/2025: *This does not indicate ...

Company Overview - Costamare Inc. is a leading international owner and provider of containerships for charter with 51 years of history in the shipping industry [3] - The company operates a fleet of 68 containerships with a total capacity of approximately 513,000 TEU and has four newbuild containerships under construction with a total capacity of 12,400 TEU [3] - Costamare Inc.'s common stock and preferred stocks trade on the New York Stock Exchange under various symbols [3] Recent Developments - At the virtual annual meeting of stockholders, two Class III directors, Konstantinos Konstantakopoulos and Charlotte Stratos, were elected for a term ending in 2028 [2] - Stockholders ratified the appointment of Ernst & Young (Hellas) Certified Auditors Accountants S.A. as the independent auditors for the fiscal year ending December 31, 2025 [2]

Core Insights - Stolt-Nielsen Limited reported a third-quarter net profit of $64.0 million and revenue of $699.9 million, a decrease from $99.2 million net profit and $732.8 million revenue in the same quarter of 2024 [1] - For the first nine months of 2025, the company achieved a net profit of $290.6 million and revenue of $2,088.4 million, compared to $303.3 million net profit and $2,181.3 million revenue in the first nine months of 2024 [1] Financial Performance - The consolidated EBITDA for Stolt-Nielsen Limited was $191.7 million, down from $215.2 million in the previous year [5] - Earnings per share in the third quarter decreased to $1.20 from $1.85 [5] - Stolt Tankers reported an operating profit of $57.2 million, down from $107.1 million [5] - The average time-charter equivalent (TCE) revenue for Stolt Tankers was $24,838 per operating day, a decline from $33,355 [5] - Stolthaven Terminals reported an operating profit of $26.3 million, down from $27.4 million [5] - Stolt Tank Containers reported an operating profit of $11.7 million, down from $16.6 million [5] - Stolt Sea Farm, Stolt-Nielsen Gas, and Corporate & Other reported a combined operating profit of $14.2 million, with $7.5 million before the fair value adjustment of biomass [5] Market Conditions - The company’s diversified portfolio has shown resilience to market fluctuations, with a quarterly EBITDA of just over $190 million despite a challenging environment [3] - Stolt Tankers experienced a 27% decline in EBITDA year-over-year, while other operational areas collectively increased EBITDA by 13%, mitigating the impact of weaker shipping markets [3] - Geopolitical volatility has led to further weakening in earnings for Stolt Tankers, with TCE earnings dropping by 26% [4] - Events in the Red Sea and ongoing trade wars and tariffs have contributed to uncertainty in the shipping markets [4]