Investigaciones de Panjiva — Panjiva

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Research on Logistics

Whatever your do, you rely on logistics. Access analysis of the competitive dynamics and corporate finances of the shipping companies, as well as the impact of port activity and shipping rates on your business.


China Gives, China Will Take Away From Matson as Profitability Slips

Container-line Matson reported 4Q revenues that rose 9.5% year over year, the fastest rate since 2Q 2017. The expansion was helped by “strong demand” in its China service including an improvement in achieved container rates. Demand was helped particularly by shipments of capital goods, which rose 14.6% year over year in 4Q on China-U.S. mainland routes, while the company’s operations have avoided congestion in the LA and Long Beach ports. The outlook isn’t as bright. Total volumes handled in January on China-U.S. mainland routes fell 6.8% year over year while the firm has warned of “lower contributions” from the business in 2019 that may include a decline in shipping rates. Profitability, at the EBITDA line, already fell in 4Q 2018 to 11.4% from 12.1% a year earlier in part due to a vessel sale-and-leaseback. The headwinds from a worsening China service may make improvements difficult in 2019.

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Research on Manufacturing Industries

Learn what trade data can tell you about industries from commodities and food to electronics and autos with concise, regular updates.


Tariff Quote Watch: La-Z-Boy Active in Addressing Duties With Surcharges

Furniture maker La-Z-Boy reported 4Q net income that was above analysts’ expectations after the firm managed to pass through U.S. tariffs on Chinese exports via a “surcharge pass-through” which added 2% to 3% to prices according to CEO Kurt Darrow. Yet, a further increase in tariffs would require a “6% to 7% increase in pricing” with concerns regarding “demand elasticity” to higher prices. The firm continued to increase its imports from China in 4Q with a 3.5% year over year rise in U.S. seaborne imports, though a 20.2% drop in January suggests the 4Q growth included some pull-forward. La-Z-Boy had already been increasing non-China imports and has alternative sourcing for most Chinese products from Vietnam which accounted for 45.1% of sourcing in 2018 versus 44.1% from China.

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Research on Economics

Get the story behind the story with in-depth analysis of what is driving trade in the world’s largest economies.


Ocean’s Better, Logistics Worse as Maersk Faces Uncertain Outlook

Maersk reported a 20.6% increase in revenues in 4Q 2018 which included a mixture of better shipping rates and first time inclusion of Hamburg Sud. Global volumes excluding Hamburg Sud actually fell slightly despite strength in the U.S.-inbound business which saw a 13.0% year over year rise in Maersk Line volumes and 20.0% for Hamburg Sud. Yet, growth will likely slow rapidly – indeed, U.S. volumes fell 0.8% year over year in January. CEO Soren Skou has flagged “considerable uncertainties” for 2019 due to the risk of “further restrictions on global trade” as well as raising concerns about EU-U.S. trade talks. Improved profitability, shown by an EBITDA margin that rose to 11.2% from 10.3% a year earlier, masks a decline in the margin at the Logistics & Services operation to a loss of 0.1% from a profit of 2.2% a year earlier. A recovery in the latter will require successful delivery on the firm’s strategy of providing end-to-end logistics offerings to customers. Maersk has already started a mixture of internal restructuring and acquisitions to that end.

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Research on Politics

Shifting policies, regulations and trade deals move the goal posts - get the data and facts behind the hype.


Tariff Quote Watch: Altria Shifts Duty Costs to Buyers, May Need to Tap Other Sources

Altria Industrial reported 4Q net income that was 6.4% below expectations. That came despite price increases which CEO Carl Christenson stated had “successfully offset input cost increases” including tariffs. In 2019 though the firm is nonetheless “monitoring potential secondary impacts from the tariffs”. Altria has already started to trim its U.S. seaborne imports, which came entirely from China in 2018, with a 4.6% year over year cut in 4Q 2018. Should a more significant supply chain retooling be needed its leading import lines include brake systems and mechanical transmission parts which represented 41.9% and 25.2% of its imports respectively in the 12 months to Jan. 31.

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