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Shipping and logistics
Today14 stories · 19 articles
Net tone● +11% today
Market checkTransport & Logistics +0.64%
Developing2 storylines
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Broker call▲ bullishPrice Action: Marine Electricals shares gain 3% on order win, GE Shipping up 4% after Nomura initiates 'Buy'Marine ElectricalsGE ShippingNomura
IPO● mixedIndia’s logistics & mobility startups warm up to IPOs as investor interest gathers pacePorter, Mahindra Last Mile and Rapido are exploring public-market listingsMahindra & MahindraRapidoStartups and VC
Broker call▲ bullishGE Shipping's Rs 8,000 Crore Cash Pile Puts Fleet Expansion In Focus; Nomura Initiates With 'Buy'GE Shipping shares rose 0.92% to Rs 1,497.05 on FridayGE ShippingThe Great Eastern ShippingNomura
Broker call▲ bullishNomura projects 31% upside for this shipping stock on these key factorsAll three analysts covering GE Shipping have buy recommendationsThe Great Eastern ShippingNomura
Expansion● mixedDibrugarh set to resume international cargo movement on Brahmaputra after nearly 80 yearsDibrugarh is set to resume Brahmaputra cargo movement to Bangladesh after nearly 80 yearsDibrugarhBangladeshShipping routes
Market move● mixedAdani Ports SEZ Share Price Live Updates: Adani Ports SEZ Price Movement AnalysisAdani PortsPorts and airportsAdani Group
Funding and debt● mixedOla Electric, Aegis Logistics shares in focus ahead of fundraising meetingsOla Electric MobilityAegis Logistics
Expansion▲ bullishBT Big Story: India wants to become a shipbuilding power. Can it match China, Japan & South Korea?India is betting Rs 70,000 crore on becoming a major shipbuilding powerShipbuildingCochin ShipyardDefence exports
Market move▼ bearishOil rises as Iran holds to Strait of Hormuz proposal rejected by TrumpOil rose as Iran stuck to its seven-day proposal to reopen the Strait of HormuzStrait of HormuzCrude oilIran
Expansion▲ bullishNippon Express targets $380 mn revenue as India chip ecosystem expandsNX Group targets $380 mn in revenueSemiconductorsChip plantsElectronics manufacturing
Market move▼ bearishCoal stocks worsen as 77 thermal power plants face critical inventories77 thermal power plants face critical coal inventoriesCoalThermal powerPower sector
● mixedRussian strikes kill civilians and hit data centres and logistics targets in UkraineReports put the death toll at four and six, respectivelyRussia–Ukraine warRussiaUkraine
Policy● mixedGST Council likely to give green signal for freight movement by metro trainsGST Council likely to approve freight movement on metro trainsGSTRailwaysTaxes
Expansion▲ bullishAdani’s Dhamra Port shifts entirely to renewable electricityDhamra Port has shifted its entire electricity consumption to renewable powerAdani PortsRenewablesPorts and airports
Market move● mixedValue of old supertankers soars past new builds as market goes ‘bananas’Soaring freight rates have pushed old supertankers’ values above those of new buildsShipping routesShipbuildingMarket valuations
▼ bearishJaishankar calls targeting of commercial shipping, seafarers ‘simply unacceptable’ amid Gulf conflictIndia urged restraint and de-escalation amid the Gulf conflictGeopoliticsShipping Corporation Of IndiaShipping routes
▼ bearish‘Because they’re dying’, ‘They have no money now’: Trump reveals why Iran wants Strait of Hormuz reopenedTehran seeks sanctions relief, an end to the blockade and a ceasefire before fully reopening the Strait of HormuzStrait of HormuzIranShipping routes
Expansion▲ bullishTruck makers widen reach as freight spreads beyond big citiesBharatBenz and Ashok Leyland are expanding sales and service networks beyond metrosCommercial vehiclesAshok LeylandAutos
● mixedHormuz Crisis: Iran President Pezeshkian Says Diplomacy, Not Force, Can Reopen StraitStrait of HormuzIranGeopolitics
● mixedAn economy built on agriculture needs deeper access to equity capitalIndia’s agricultural growth is expected to rely more on organised businesses, value addition, technology, processing and logisticsAgricultureEconomic growth
Market move▲ bullishOil Declines as Traders Weigh US, Iran Hormuz Talk ProgressOil fell on tentative signs of progress in US-Iran talks to reopen the Strait of HormuzCrude oilStrait of HormuzIran
● mixedIndia, Turkey, Egypt part of talks to unblock Black Sea shipping: ZelenskyyIndia, Turkey and Egypt are among countries discussing ways to unblock Black Sea shippingUkraineShipping routesRussia–Ukraine war
Broker call▼ bearishRising competition, premium valuations may cap gains in Meesho stockMeesho's asset-light value-commerce model and Valmo logistics network are strengthsMeeshoE-commerceMarket valuations
● mixedTwo Iran-linked oil tankers seized by US forces are heading toward AmericaTwo Iran-linked oil supertankers seized by US naval forces are weeks away from reaching the USCrude oilIranGeopolitics
Expansion▲ bullishIndiGo taps 28 bonded stations to connect domestic cargo with global marketsIndiGo has tapped 28 bonded stations to connect domestic cargo with global marketsIndiGoAviationAirlines
Policy● mixedCentre expands subsidized onion sales to small towns as retail prices double from last yearGovernment is shipping buffer-stock onions to district markets and small townsFood pricesFarm commoditiesInflation
Market move▼ bearishOil Woes To Worsen? Indian Crude Basket Tops $123/Barrel Amid West Asia TensionsIndian crude basket tops $123 per barrel amid West Asia tensionsCrude oilMiddle EastIran
▲ bullishIran proposes seven-day plan to reopen Strait of HormuzAraghchi said the US must complete required steps within four to five daysStrait of HormuzIranShipping routes
Market move▼ bearishGlobal Market: VLCC rates hit record as Saudi crude flows jumpSaudi crude shipments through the Strait of Hormuz pushed Gulf of Oman ship-to-ship transfers to capacitySaudi ArabiaStrait of HormuzCrude oil
Deal▲ bullishCochin Shipyard signs agreement to acquire 23% stake in Dutch firm ConoshipCochin Shipyard agreed to acquire a 23% stake in Dutch firm ConoshipCochin ShipyardShipbuilding
Policy▲ bullishUttar Pradesh policy offers export incentives for 2025-30The state policy supports Uttar Pradesh businesses selling goods and services abroadE-commerceInfrastructureManufacturing
Market move● mixedGulf of Oman ship-to-ship oil transfers reach limit as Saudi exports surgeCrude oilSaudi ArabiaStrait of Hormuz
● mixedSupply-chain resilience, diversification reshaping global trade beyond comparative advantage: Commerce SecyTrade and tariffsFDI
Broker call▲ bullishJefferies is bullish on Adani Ports and 5 other logistics sector stocks. How many do you have?Jefferies is optimistic on six logistics stocks, citing anticipated price hikesAdani PortsPorts and airportsAdani Group
Market move● mixedQatar Boosts LNG Traffic Through Hormuz as Global Shortage BitesNatural gasStrait of HormuzShipping routes
● mixedFrom shipyards to port cargo: 2 low-debt SME stocks riding India’s maritime pushShipbuildingPorts and airportsInfrastructure
● mixedFrance to send military to protect Saudi Arabia on Red Sea oil route, Macron saysSaudi ArabiaCrude oilShipping routes
Deal● mixedHyderabad Airport, Brussels Airport partner to boost India-Europe air cargo connectivityHyderabad and Brussels airports will work on route development, market intelligence and cargo best practicesPorts and airportsAviationEuropean Union
Market move● mixedSaudi oil export strategy hits new hurdle as Red Sea insurance costs soarSaudi ArabiaCrude oilShipping routes
● mixedAt UN, 80 countries demand reopening of Hormuz, condemn Iran, Houthi attacksStrait of HormuzIranHouthis
▲ bullishUS and Iran explore a phased deal to reopen the Strait of Hormuz and end the blockadeIran offered to reopen the Strait of Hormuz within 7 days if the US lifts its blockade and waives sanctionsStrait of HormuzIranCrude oil
Legal● mixedChennai Customs waives charges on containers affected by trans-shipment normsNearly 300 import consignments, largely LCL cargo, are held up at Chennai PortPorts and airportsShipping routesTrade and tariffs
● mixedEuropean stablecoin issuer Qivalis sees transformation of global trade financeQivalis CEO Jan-Oliver Sell said trade finance supply chains are moving into stablecoinsCryptoTrade and tariffs
Policy● mixedGovt revives pharma logistics study; plans to map 10-year infra needsPharma and healthcareInfrastructureGovernment capex
Policy▲ bullishCentre looks to widen use of steel recovered from recycled shipsThe Centre is considering wider use of steel recovered from recycled shipsSteelMetals and miningShipbuilding
Policy▲ bullishIndia’s FTAs aim to improve tariff predictability and attract supply-chain investmentRecent FTAs are designed to provide tariff stability and predictability for long-term investorsTrade dealsTrade and tariffs
Expansion● mixedCJ Darcl expects growth to continue, expands into new logistics verticalsIPO-bound CJ Darcl is expanding into a trucker marketplace, alternative fuels, EVs and warehousingEVs and batteries
● mixedHormuz ship traffic down 96%, Bab el-Mandeb at 70% of normal levelsStrait of HormuzShipping routesIran
Policy▲ bullishMake in India shifts focus to deeper manufacturing capabilities, global competitiveness: CIICII says manufacturing is shifting from capacity expansion to stronger domestic supply chains, technology and global integrationManufacturingElectronics manufacturingChip plants
Expansion▲ bullishAdani Group plans over ₹1 lakh crore investment in West Bengal by 2035Planned investment exceeds ₹1 lakh crore by 2035Adani GroupGautam AdaniPorts and airports
● mixedChinese authorities reportedly in possession of F-35 components in Hong KongUPS diverted a shipment carrying an F-35 cockpit canopy and weapons bay door to Hong KongChinaUPSHong Kong