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Posted by
Two Blokes Jul 9 -
Filed in
Stock
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5 views
Matson's quasi-monopoly on Jones Act routes and low debt underpin my Buy rating, offering stability in a volatile shipping sector. Fleet renewal and aggressive share repurchases have structurally lifted EPS, with further gains likely as new ships launch in 2027-2028. Short-term China trade uncertainty weighs on guidance, but Matson's core US-Pacific business remains resilient and essential.
