Hapag-Lloyd : Un T3 très bon en perspective mais la forte décrue des taux de fret nous pousse à revoir nos hypothèses 2023-24e ; Neutre, OC abaissé à 240 €
>Les taux de fret au comptant continuent leur baisse, sur des niveaux en dessous des taux contractuels - La principale actualité pour le secteur du transport maritime par conteneurs est la baisse forte des taux de fret au comptant depuis quelques mois. Une configuration plutôt attendue, puisque quasiment tous les acteurs ont indiqué attendre un ajustement à la baisse à partir du T4 de l’année en cours, sur fond d’allégement de la congestion dans les ports et des crain...Hapag-Lloyd is a container liner shipping company. Co.'s core business is the shipping of containers by sea but also encompasses transport services from door to door. Co. transports hazardous goods by sea, road, rail, and inland waterway vessels; and provides reefer solutions to transport temperature-sensitive products, including perishable cargoes; and high value reefer cargoes, such as pharmaceuticals, healthcare products, and more. Co. also offers security information services; e-commerce solutions in the shipping industry; logistics services, such as pre-carriage and on-carriage transport services; and customs clearance services.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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