Wallenius Wilhelmsen: Supply Growth Of 10% YoY Coming
Source: SeekingAlpha
2025-04-01 18:35:39 ET
Summary
- Strikes and the issue with the Baltimore Bridge continue to be negative pressures on volumes.
- On the other hand, the Red Sea crisis remains the primary positive driver for the company due to its effects on effective supply and rates.
- There isn't too much direct tariff risk, but we are worried about flows into the US given the auto tariffs.
- The other thing is that industry supply starts to grow this year as ships get delivered.
- Wallenius Wilhelmsen ASA has a relative case over Hoegh, and the industry multiples are compressed, but it's a thesis with some complexity, so we're on the sidelines for WAWIF stock.
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Wallenius Wilhelmsen: Supply Growth Of 10% YoY Coming
Wallenius Wilhelmsen ASA ADR
NASDAQ: WILWY
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