Taiwan-listed container liners reported a 17% month-over-month rebound in June revenue, outpacing the average China Containerized Freight Index (CCFI) rebound of 15% month over month. Analysts may have anticipated the liners' revenue to outperform the CCFI, given the clear evidence of a volume pickup during June.
For the second quarter of 2025, revenue declined by 9% quarter over quarter, missing the typical seasonal uptick. This underperformance is attributed to the negative impact of the Trum