Core Points - KNOT Offshore Partners LP has adjourned its 2025 Annual Meeting of limited partners due to a lack of quorum, rescheduling it for December 22, 2025, at 3 P.M. UK time [1] - The record date for voting remains November 6, 2025, and no changes have been made to the proposals for the meeting [2] - Unitholders who have already voted do not need to vote again, while those who have not are encouraged to vote using the original Proxy Card [3] Company Overview - KNOT Offshore Partners LP specializes in owning, operating, and acquiring shuttle tankers primarily under long-term charters in offshore oil production regions, particularly in Brazil and the North Sea [4] - The company is structured as a publicly traded master limited partnership but is classified as a corporation for U.S. federal income tax purposes, issuing a Form 1099 to unitholders instead of a Form K-1 [5]

BC Partners is close to acquiring a majority stake in Fortidia in a deal that values the shipping, fulfillment and marketing services firm at about €800 million ($941 million), people familiar with the matter said https://t.co/F2nH4y38kF ...

U.S. equity markets opened higher on Monday, December 15, 2025, signaling a cautious rebound after a challenging end to the previous week, which saw significant declines in technology shares. Investors are now navigating a crucial week packed with economic data releases and corporate earnings, all while preparing for the year-end holiday season.Market Indexes Show Early StrengthAs trading commenced this Monday, major U.S. stock indexes demonstrated positive momentum. The S&P 500 rose 0.3% in early trading, ...

This week's market focus will be on US economic news. Later today, the Dec NAHB housing market index is expected to increase by +1 to 39. On Tuesday, Nov nonfarm payrolls are expected to increase by +50,000, and the Nov unemployment rate is expected to be at 4.5%. Meanwhile, Nov average hourly earnings are expected to rise by +0.3% m/m and +3.6% y/y. Also, on Tuesday, Oct retail sales are expected to be up +0.1% m/m, and Oct retail sales ex-autos are expected to be up +0.2% m/m. Finally, on Tuesday, the Dec ...

Core Viewpoint - The analyst maintains a bullish outlook on Euroseas (ESEA), emphasizing robust operations and a significant discount to NAV as key factors supporting this position [1]. Company Analysis - Euroseas is highlighted for its strong operational performance, which is a critical factor in the analyst's positive assessment [1]. - The stock is trading at a notable discount to its net asset value (NAV), suggesting potential for price appreciation [1]. Market Sentiment - The analyst expresses confidence in the future of Bitcoin, indicating a broader interest in emerging investment opportunities [1].

Core Insights - ZIM Integrated Shipping Services is currently involved in a significant buyout and takeover battle, attracting interest from both insiders and foreign entities due to its well-capitalized business [1] Company Performance - The container shipping company has reported very strong results, indicating robust financial health and operational performance [1]

The cost of shipping oil is likely to remain high in the first half of 2026 as the global fleet ages and a rising number of vessels are hit with Western sanctions, shipping sources say, though rates c... ...

ab Global Research owered by UBS Evidence Lab YES P 8 December 2025 First Read Container freight rates saw mixed trends this week, as Transpacific rates saw declines (SCFI USWC/USEC both -5% WoW) amid persistent oversupply and softening demand while Asia-Europe indications edged up WoW. Container ship timecharter rates maintained historically firm levels this week as strong demand for tonnage persists. Asia feeder ship availability and Asia feeder ship chartering index both recorded flattish WoW growth. Upd ...

Core Viewpoint - ZIM Integrated Shipping Services Ltd. is urging shareholders to support its independent board and ongoing strategic review by voting for all eight of its nominees and against the three dissident nominees, following recommendations from leading proxy advisory firms Glass Lewis and ISS [1][2][6]. Group 1: Proxy Advisory Recommendations - Glass Lewis has recommended that shareholders vote for all eight of ZIM's director nominees and against the three dissident nominees, affirming the board's independence and the appropriateness of its strategic review process [1][6]. - ISS has also advised shareholders to support ZIM's full slate of nominees, reinforcing the board's capability to oversee the strategic review [2][6]. Group 2: Strategic Review Process - ZIM's board is conducting a comprehensive and independent strategic review, exclusively led by independent board members and supported by external financial and legal advisors, with no management involvement [3][4]. - The board has received multiple indications of interest from strategic and financial parties as part of its outreach efforts [3]. Group 3: Dissident Group's Position - Glass Lewis found no evidence of flaws or conflicts in the board's process, stating that the dissident group's concerns are based on unsubstantiated claims rather than rigorous analysis [5]. - The dissident group has not provided a compelling case for board change, relying on rumors and speculation rather than concrete evidence [5]. Group 4: Shareholder Structure and Governance - ZIM's shareholder base is highly dispersed, with the ten largest shareholders holding between approximately 1.2% and 4.1% of the company's shares, making it unlikely for any single investor to influence a change-of-control transaction [5]. - The dissident nominees lack relevant experience in maritime operations and large-scale strategic transactions, which are critical for overseeing a capital-intensive shipping business [5].

Economic Data Release - Several key economic reports are scheduled for release this week, including employment levels, retail sales, and inflation data, which are crucial for assessing the economic landscape and guiding Federal Reserve interest rate decisions [2][4][5] - The Bureau of Labor Statistics will release November employment data, alongside October retail sales and September business inventories, providing insights into consumer demand and labor market conditions [4] Earnings Reports - Micron Technology is set to report earnings this week, following a significant stock surge of over 200% in the past year, highlighting the ongoing interest in the artificial intelligence sector [7] - Nike's earnings report will reflect its successful turnaround efforts, although the company has warned that tariffs may still impact its profitability despite recent sales growth [8] - FedEx will also report earnings, having reinstated its full-year outlook with a forecast of 4% to 6% annual revenue growth, indicating resilience despite tariff challenges [10] Consumer Insights - Additional earnings reports from companies like CarMax, General Mills, Conagra, Darden Restaurants, Birkenstock, and Carnival will contribute to understanding consumer health and spending patterns [9] - The upcoming Consumer Price Index (CPI) report will shed light on inflation trends and the impact of tariffs, which is closely monitored by the Federal Reserve as it plans for 2026 [5]