I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...

Matson (NYSE:MATX) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsJoel Wine - Executive VP and CFOJustin Schoenberg - Director of Investor Relations and Corporate DevelopmentMatt Cox - Chairman and CEOConference Call ParticipantsJake Lacks - VP and Equity AnalystReed Seay - Equity Research AnalystOperatorThank you for standing by, and welcome to the Matson's Fourth Quarter 2025 Financial Results Conference Call. At this time, all participants are in listen-only mode. After the speak ...

Matson (NYSE:MATX) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsJoel Wine - Executive VP and CFOJustin Schoenberg - Director of Investor Relations and Corporate DevelopmentMatt Cox - Chairman and CEOConference Call ParticipantsJake Lacks - VP and Equity AnalystReed Seay - Equity Research AnalystOperatorThank you for standing by, and welcome to the Matson's Fourth Quarter 2025 Financial Results Conference Call. At this time, all participants are in listen-only mode. After the speak ...

Matson (NYSE:MATX) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Speaker5Thank you for standing by, and welcome to the Matson's Fourth Quarter 2025 Financial Results Conference Call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during this session, you'll need to press star one one on your telephone. If your question has been answered and you'd like to remove yourself from the queue, simply pres ...

4Q 2025 Earnings Conference Call February 24, 2026 Forward-Looking Statements Statements made during this presentation that set forth expectations, predictions, projections or are about future events are based on facts and situations that are known to us as of February 24, 2026. We believe that our expectations and assumptions are reasonable. Actual results may differ materially, due to risks and uncertainties, such as those described on pages 28-40 of our Form 10-Q filed on November 5, 2025 and other subse ...

ATHENS, Greece, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Euroholdings Ltd (NASDAQ: EHLD, the “Company” or “Euroholdings”), an owner and operator of container carrier and tanker vessels and provider of container and tanker seaborne transportation services, announced today its results for the three and twelve-month periods ended December 31, 2025. The Company was incorporated by Euroseas Ltd. (NASDAQ: ESEA, or "Euroseas") to serve as the holding company of three subsidiaries that were contributed by Euroseas to Euro ...

In the world of high-stakes macroeconomics, there is a traditional way of doing things: white papers, congressional hearings, and perhaps a sober press release from the Treasury Department. Then there is the 2026 way of doing things, which apparently involves the Supreme Court telling the President he can’t do something, and the President responding by doing that exact thing, only 50% more “obnoxiously.” It is a bold strategy, and if the DOW (-1.85%) is any indication, investors are currently reaching for t ...

Group 1: Shipping Industry Performance - The Breakwave Tanker Shipping ETF (BWET) and Breakwave Dry Bulk Shipping ETF (BDRY) have seen significant YTD gains of 100% and 31% respectively, driven by record crude oil tanker shipping rates and strong demand for dry bulk shipping [1][1][1] - Crude oil tanker rates nearly tripled over the last year, with a shortage of tanker vessels contributing to soaring rates in February [1][1][1] - South Korean shipping company Sinokor Group has gained a substantial share of the tanker market, controlling at least 120 VLCCs, which has driven up shipping costs [1][1][1] - Dry bulk shipping rates are rising due to strong demand for critical metals and limited vessel availability along key trading routes [1][1][1] Group 2: South Korean Market Performance - South Korea's KOSPI Composite has increased over 30% YTD, driven by strong performances from AI and semiconductor companies like Samsung Electronics (+51.5%) and SK Hynix (+35.89%) [1][1][1] - The new Presidential administration's pro-reform agenda aimed at increasing shareholder value has also contributed to market enthusiasm [1][1][1] - ETFs such as the iShares MSCI South Korea ETF (EWY) are up 37.8% YTD, with other ETFs like Matthews Korea Active ETF (MKOR) and Franklin FTSE South Korea ETF (FLKR) also showing strong performance [1][1][1] Group 3: Oil Services Sector - The oil services sector has benefited from a 20% YTD increase in energy prices, with earnings estimates improving due to better prospects for energy pricing [1][1][1] - Companies like SLB are leveraging AI and digital technology to enhance efficiency and productivity in a tight pricing environment [1][1][1] - ETFs such as the VanEck Oil Services ETF (OIH) and others are up more than 33% YTD, reflecting the positive trends in the oil services industry [1][1][1]

Core Viewpoint - FedEx has initiated legal action seeking reimbursement for tariffs deemed unlawful by the Supreme Court, marking a significant move in the ongoing trade dispute and its financial implications for the company [2][8]. Group 1: Legal Action and Tariff Reimbursement - FedEx's lawsuit, filed on February 23, is the first major case seeking reimbursement since the Supreme Court ruled that the Trump administration lacked authority to impose tariffs under the International Economic Emergency Powers Act (IEEPA) [2]. - The company is requesting the U.S. Court of International Trade to mandate Customs and Border Protection (CBP) to refund all tariffs paid in the previous year under the IEEPA [2]. - The lawsuit asserts that FedEx, as an importer of goods subject to the IEEPA duties, has suffered injury due to the unlawful tariffs imposed [3]. Group 2: Financial Impact and Industry Context - FedEx had previously indicated an anticipated $1 billion headwind in its current fiscal year due to the global trade environment, with projections of a 9-to-10-figure impact from tariffs [7]. - Other companies, including Costco and Revlon, have also pursued legal action against the government prior to the Supreme Court's ruling [7]. - The Supreme Court's decision did not clarify the process for recovering duties already paid, leaving companies in a complex situation regarding potential refunds [9]. Group 3: Broader Implications of Tariffs - The tariffs imposed in recent years have been integrated into customer pricing, supplier contracts, and inventory strategies, complicating any potential recovery of duties [10]. - The financial records of many industries are settled, even as the legal framework for recovering tariffs remains undefined [10].

Core Viewpoint - The Panamanian government has annulled key port contracts held by CK Hutchison's subsidiary, transferring operations to A.P. Moller-Maersk and Mediterranean Shipping Co. [1][2] Group 1: Contract Annulment - The Panamanian Supreme Court ruled that the concessions for the Balboa and Cristobal terminals, held by Panama Port Company (a CK Hutchison subsidiary) for over 20 years, were unconstitutional [2] - The government has formally assumed control of the port facilities, including cranes, vehicles, and software, to ensure uninterrupted operations until a new concession is awarded within 18 months [2] Group 2: Interim Operations - APM Terminals, a Maersk unit, will operate Balboa port, while MSC's Terminal Investment will manage Cristobal port under the interim arrangement [3] - Following the announcement, CK Hutchison's shares fell by 0.9% at market open, although the stock has increased over 20% year-to-date [3]