Matson Just Confirmed Shipping Volumes Are Plunging | MATX Q1 Earnings

Matson (MATX) just released Q1 2025 earnings—and while the numbers were solid, the story that matters is unfolding outside the financials. Container volumes in China are already down 30% year-over-year post-tariffs, and management just confirmed the macro setup is far worse than expected.

In this video, I cover:

What MATX actually reported this quarter

Why the market hasn’t fully priced in the impact of U.S.-China trade tensions

How management is repositioning capacity toward Vietnam—and why I’m watching it closely

The difference between headline performance and forward freight demand

Why I believe this stock still has downside risk despite the attractive valuation

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⚠️ Disclaimer:
This video is for informational purposes only and does not constitute financial advice. Always do your own research before making investment decisions.

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