Thai Value Investor Webboard

the upturn of shipping biz will last until 2005, until the current ship orders are completed. one cycle takes 4-5 years. the bottom is 2002 (where there is no ship order -- supply). 2003-2005 is upturn (the ship orders are placed, and finish in 2005). So, after 2005, supply will exceed demand, and will cause the revenue per container box to go down.

dont worry. the fundamental is still there.