Matson's premium expedited China-to-LA service (CLX) captures freight rates well above the trans-Pacific spot market as Red Sea reroutes constrain Asia-Europe alternatives. Reshoring of higher-value supply chains favors expedited Pacific service. Hawaii and Alaska Jones Act trade lanes provide stable baseline cash flow. Logistics segment growth diversifies the revenue mix.
Thesis reviewed May 29, 2026
Matson, Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπ’Shipping65AVOID| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| FRO | Frontline plc | 62 | -4% | β84% | AVOID |
| NAT | Nordic American Tankers Limited | 62 | +14% | β84% | WATCH |
| ZIM | ZIM Integrated Shipping Services Ltd. | 62 | -13% | β84% | AVOID |
| DAC | Danaos Corporation | 62 | +21% | β84% | WATCH |
| EGLE | Eagle Bulk Shipping Inc. | 62 | +14% | β84% | WATCH |
| TEN | Tsakos Energy Navigation Limited | 62 | +12% | β84% | WATCH |
| DHT | DHT Holdings, Inc. | 55 | +18% | β84% | EARLY |
Investors who hold MATX may also have indirect exposure through these country funds.
Trans-Pacific spot rates remain elevated entering peak season
Matson reports CLX yields up 22% YoY
Estimates Β· Yahoo Finance Β· Not audited figures