External finance global shipping and logistics stocks

Global shipping and logistics stocks climbed after $2.7B in external finance supported fleet expansion. With trade volumes picking up, sector strength may continue into late Q CEO Brown said at the halfway stage in August: “The company continues to experience an elevated level of uncertainty within its operating environment, which has, and management believes could continue to have, unforeseen impacts on the company’s actual realised results.” Base: Firms for which bank loans (including subsided bank loans) are relevant. The figures refer to pilot 2 and rounds 30 to 35 of the survey (October 2023-December 2023 to April-June 2025). Notes: The data included in the chart refer to Question 7A of the survey. External finance into mid-cap growth stocks rose 12% in May. This trend could trigger re-rating scenarios if earnings beats continue across industrial and tech subsectors.