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SuperValu Cruises past Analyst Expectations, Still Sinks

SuperValu (SVU) reported adjusted EPS of $0.46, beating the consensus by $0.10. Total sales from continuing operations stood at $3.8 billion—35% higher YoY.

kmis-adjusted-eps-vs-estimates-2-1
Kinder Morgan’s 3Q17 Results Met Analysts' Expectations

Kinder Morgan reported its 3Q17 results on October 18, 2017. It reported an adjusted EPS of $0.15, which was in-line with analysts’ consensus estimates.

Asian
Pre-Market Report: Global Markets Are Stable on October 20

On October 20, the Shanghai Composite Index closed at 3,378.65 after rising 0.25%. The SPDR S&P China ETF (GXC) fell 1.7% on October 19, 2017.

sP-500-1
Highs and Lows: Wall Street's Performance on October 19

After rising for five consecutive trading weeks, the S&P 500 started this week on a stronger note. It rose in the first three trading days of the week.

RECENT Industrials RESEARCH

Japan industrial activity index
Industrial production rose in Japan, stimulus kicking in

Although now the third largest country in terms of gross domestic production, Japan is still an important player in the global shipping industry. Known as the country with little resources,…

China Iron and Steel Producer Price Index
Rebounding iron and steel price suggests a bottom

Nearly a third of the dry bulk shipping industry’s trade involves iron ore, a key material for the steel industry, with China being the largest importer. As prices for iron…

Tankan
Next Japanese Tankan survey may confirm market uptrend

Aside from the United States, Japan produces several economic indicators that are well recognized world-wide — one of which is the Tankan survey. Part of the Tankan survey collects data…

Dry bulk orders still at elevated levels, negative for shipping

Investors can often gain insights into the dynamics of shipping industry supply and demand by following company ship purchases. IHS Global Limited provides purchasing data on a weekly basis, which…

Eurozone Manufacturing PMI
Markets fell on lower Europe manufacturing, shipping hurt

On February 19th 2013, the market became excited with the ZEW survey showing optimism in Europe. The market reversed those gains since then as Europe reported a lower flash manufacturing…

Germany IFO data
German business climate rises for four consecutive months

The German IFO Business Climate Index can illustrate potential opportunities and risks for the shipping industry in the short to medium term. Investors and analysts use this metric as a…

China Real Estate Climate
Markets fell on China property news, not to worry

The market fell hard for two days this week as the Fed expressed uneasiness over current monetary easing program, Europe’s manufacturing PMI fell and China moved to curb rising housing…

China New Export Order PMI SA
Chinese export numbers show weak Europe recovery

One of the best ways to track shipment volume from China is by looking at trade indicators. China’s purchasing managers index (PMI) for new export orders is one such valuable…

Eurozone LI and Industrial Production
Europe's industrial activity may soon begin rising

Leading indicators are designed to lead business cycles. Money managers and analysts love them because they are forward looking. Much of equity prices are about the future more than the…

Eurozone Manufacturing PMI
Eurozone manufacturing slowdown abates, positive for shipping in medium term

Europe is China’s largest trading partner according to the European Commission. Since most of the two-way trade between China and Europe is focused on industrial goods such as machinery and…

BI Asia Developed Steel Producers
Highest valuations in four years for steel suggest higher shipping demand ahead

Valuations can often tell investors the outlook of equities in the near future. Although value investors often look for valuations that are low, high valuations can often signal better times…

Eurozone Real GDP Change
Eurozone economic activity falls steeper last quarter

A country’s economic activity affects all industries. The shipping industry, which is highly sensitive to industrial production, is no exception. This means shipping companies, that are crucial in transporting raw…

China and Shipping ETFs
Shipping has moved closely with China

China is the world’s largest producer of steel. It is also the largest importer of iron ore and second in coking coal, both which are needed to make steel. As…

Eurozone Industrail Production
Eurozone industrial output rises, aids shipping

The Eurozone is China’s major trading partner. Most of the goods exchanged revolve around manufacturing or industrial products. Thus, when the region’s industrial production rises, it is common to see…

Eurozone Leading Indicator
Eurozone leading indicator supports ongoing turnaround

Analysts, portfolio managers and policymakers love leading indicators because of their forward looking qualities. The Eurozone leading indicator is one such metric that often gives clues to the region’s economic…

China CPI
China's January inflation eases, positive for shipping

Inflation rates are watched closely by analysts and market makers as they affect what policymakers decide to do with monetary policy1. Lower inflation is positive for an economy since it…

SLX and SEA
When steel rises, shipping rises

Comparing industries’ performances is used by analysts to understand their relationships. By doing so, sometimes investment opportunities can be uncovered that the market has overlooked. The steel industry is one…

Tanker capacity continues to grow in January 2013

In the shipping industry, industry capacity has a significant impact on transportation prices. When capacity grows more than demand, rental prices, or day rates, generally fall as shipping companies try…

15 Year Old Vessel Price 2013-03-08
Panamax and Supramax purchase prices continue decline

Purchase prices for ships are often good indicators of financial health in the shipping industry. When shipping demand is growing more than the supply of ships, shipping companies will place…

China Met Coal Import and Shipping 2013-04-18
China's coking coal imports have interestingly moved opposite to shipping rates

China’s metallurgical coal imports make up ~15% to 25% of global metallurgical coal import volume. Rising imports are often a positive for the shipping industry, as it means more distribution…

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