WPRTS Stock Forum

Global trade numbers are flashing warning signs! The US tariff war is taking its toll, and the ports & logistics sector is feeling the pressure.
Here's what's happening:
1. Container Bookings Plummet: China-US bookings have dropped 30%-60% since the US tariffs took effect. Bookings from other parts of Asia are also down.
2. Trade Growth Downgraded: The World Trade Organisation has slashed its 2025 g...

The escalating trade war is creating a ton of uncertainty for global trade, and that's definitely impacting shipping volumes. So, is it time to worry about Westports Holdings Bhd?
Near-term, things might be shaky. Shipments are being held back, which means decreased volume at the ports. However, analysts still expect the earnings to be sustainable given the movements.
Westports is playing the long game:
1. Divid...

The latest earnings season has wrapped up, and it’s been a mixed bag. While some companies delivered strong results, others struggled in a challenging environment.
1. Which sectors are shining?
Financial services, utilities, telcos, healthcare, and plantations stood out with resilient earnings. These sectors are expected to maintain their strength into Q1 2025.
2. Which sectors are facing headwinds?
Technology, automotive, ...

The US has proposed new port fees targeting China-owned and China-built ships, adding another layer of trade tension. This move could have implications for Malaysian shipping players like Westports Holdings Bhd and MISC Bhd.
But is this a major cause for concern? Let’s break it down.
What’s Happening?
On Feb 21, the US proposed three levels of port fees to curb China’s dominance in shipbuilding and maritime sect...