Sign in

    Daniel Lexia

    Research Analyst at JPMorgan

    There is no evidence of a Daniel Lexia working as an analyst at JPMorgan or listed on leading professional, performance, or registration platforms. Comprehensive searches turned up no LinkedIn presence, no records of company or sector coverage, no public performance metrics, and no mention on regulatory or industry databases. No professional credentials or career history could be substantiated, indicating that either Daniel Lexia does not hold an analyst position at JPMorgan or does not have a public professional profile.

    Daniel Lexia's questions to AMKBY leadership

    Daniel Lexia's questions to AMKBY leadership • Q3 2024

    Question

    Asked about the supply side dynamics, including whether network schedules are fully adjusted for the Red Sea diversions and for views on the rising order book-to-fleet ratio.

    Answer

    The CEO explained that while new capacity has been absorbed by longer sailing routes, the long-term outlook is more benign than previously thought. This is due to stronger demand, the potential for slow steaming, an expected increase in vessel scrapping, and the flexibility to return chartered ships. He believes the industry has already dealt with the brunt of new tonnage and now has more flexibility to manage supply.

    Ask Fintool Equity Research AI