Norwegian investment bank Fearnley Securities has started coverage of "containership titan" Atlas Corp as part of an upgrade of the whole sector.
Analysts Espen Landmark Fjermestad, Peder Nicolai Jarlsby and Ulrik Mannhart believe shipping companies will see the benefits of a charter rate rally of up to 40% over the summer as home-working economies — the "Zoom boom" — boost demand for cargoes and deplete inventories.
