WAWI will soon provide a financial outlook for 2026. The date has still not been disclosed, but it did occur on 16 December last year. The stock is up 41% from the USTR lows on 22 October. The port fees have been pushed out one year in time and we believe it's likely that WAWI will be able to pass on all potential future charges to its clients. The clients are also not expecting shipping to be oversupplied and two- and three-year extensions are being concluded (from late 2026 and 2027). We find ....
