Taiwanese liners' July monthly revenue in aggregate was up by 10% month on month against CCFI's 2% monthly on month rise. The revenue is still down by 32% year on year.
As read through to the entire industry, the two consecutive months of sequential growth in revenue give may have giving the liners a chance to see sequential growth in earnings, which is also what ONE has guided in its recent results report. ONE is guiding $362mn as EBIT for calendar period 3Q 2025 against $38mn in 2Q 2025 and $