您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[Jefferies]:观看视频:航运市场最新动态:与杰富瑞全球航运一起驾驭潮流 - 发现报告

观看视频:航运市场最新动态:与杰富瑞全球航运一起驾驭潮流

文化传媒2025-06-11Jefferies大***
观看视频:航运市场最新动态:与杰富瑞全球航运一起驾驭潮流

Global | Shipping Watch the Video: Shipping Market Update Please see our commentary from last week's global shipping call. Our shippingresearch teams discussed the latest activity in container shipping and oiltankers. We discussed the moderation in freight bookings following their initialsurge, the redirection of containerships to the Transpacific and expectationsfor peak season. We also discussed improving sentiment for tankers given theOPEC+ additions but the limited near-term impact on spot rates thus far. Omar Nokta * | Equity Analyst1 (212) 778-8405 | onokta@jefferies.com Thanh Ha Pham ^ | Equity Analyst81 3 5251 6160 | tpham@jefferies.com Carlos Furuya ^ | Equity Associate+81 3 6830 3618 | cfuruya@jefferies.com Jason Tan ‡ | Equity Analyst+852 3767 1108 | jason.tan@jefferies.com Jaeyoung McGarry * | Equity Associate(212) 778-8358 | jmcgarry@jefferies.com Emily Harkins * | Equity Associate+1 (212) 778-8584 | eharkins@jefferies.com Analyst Certification: I, Omar Nokta, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report. I, Thanh Ha Pham, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report. I, Carlos Furuya, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report. I, Jason Tan, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report. I, Jaeyoung McGarry, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report. I, Emily Harkins, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressedin this research report. Registration of non-US analysts:Thanh Ha Pham is employed by Jefferies (Japan) Limited, a non-US affiliate of Jefferies LLC and is not registered/qualifiedas a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore may not be subject tothe FINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held by a research analyst. Registration of non-US analysts:Carlos Furuya is employed by Jefferies (Japan) Limited, a non-US affiliate of Jefferies LLC and is not registered/qualified as aresearch analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore may not be subject to theFINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held by a research analyst. Registration of non-US analysts:Jason Tan is employed by Jefferies Hong Kong Limited, a non-US affiliate of Jefferies LLC and is not registered/qualified as aresearch analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore may not be subject to theFINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held by a research analyst. As is the case with all Jefferies employees, the analyst(s) responsible for the coverage of the financial instruments discussed in this report receives compensationbased in part on the overall performance of the firm, including investment banking income. We seek to update our research as appropriate, but various regulationsmay prevent us from doing so. Aside from certain industry reports published on a periodic basis, the large majority of reports are published at irregular intervalsas appropriate in the analyst's judgemen