Matson
commentary on the transpacific | Matson
Company
Deck Type
Sector
Industry
Deck date
January 2023
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5 of 10
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January 2024
additional commentary | Matson
Results
October 2023
china service current business trends currently in the transpacific we continue to see a reduction of deployed capacity in light of lower volumes as a result of lower consumer demand for retail goods absent an economic hard landing in the we expect trade dynamics in to be comparable to as consumer related spending activity is expected to remain stable regardless of the economic backdrop we expect to continue to earn a significant rate premium to the shanghai freight index reflecting our fast and reliable ocean services and unmatched destination services | Matson
Results
October 2023
commentary on the transpacific | Matson
Results
August 2023
china service current business trends currently in the transpacific we are seeing modest reductions in deployed capacity and retail inventories are in a relatively better position than in the year but retailers continue to carefully manage inventory levels in the face of lower consumer demand we further expect the to experience a muted peak season but for we expect our china service to be near full during the traditional peak season absent an economic hard landing in the we continue to expect trade dynamics to gradually improve for the remainder of the year as the transpacific transitions to a more normalized level of consumer demand and retail inventory stocking levels regardless of the economic environment we expect to continue to earn a significant rate premium to the shanghai freight index reflecting our fast and reliable ocean services and unmatched destination services | Matson
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