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Ted's avatar

Totally agree re HAUTO, shipping has had a hard time lately. WAWI is also very interesting, similar valuation, avg age of fleet is older. They differ in that they have terminals and provide auto manufactures with finishing services via their processing centers. The market seems to focus on their lower CBM rates but they have different trade mix/routes... I own both but more WAWI

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Craig's avatar

With Höegh, are you concerned about big EU and US tariffs on Chinese cars, impacting demand for car transports? EU will now have 55% tariffs and presumably China will retaliate with huge tariffs on European cars.

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