New Honolulu Harbor cargo terminal nearing completion
Completion of a new cargo terminal would add port handling capacity and ease freight movement.
Source →The trace
How it reaches your house.
Starting from Port and crane equipment, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Port and crane equipment →Stands to benefitShip-to-Shore (STS) Quay Crane — Complete Unit
As the new Kapalama terminal nears completion and installs ship-to-shore cranes, demand rises for complete STS crane units that this equipment node depends on.
94% confidenceTideworks Technology (Carrix) →Stands to benefitTerminal Operating System (TOS) Software
Honolulu Harbor’s new terminal adds cargo-handling capacity and supports newer port technology, which should lift demand for Tideworks’ TOS software; the input is moderately sticky given 24-month replacement lead time and only moderate substitutability.
49% confidenceTBA Group (Konecranes) →Stands to benefitHop 2
Terminal Operating System (TOS) Software →Stands to benefitThe United States accounts for 55% of the TOS software supply share, so most incremental demand would likely accrue there.
71% confidenceTerminal Operating System (TOS) Software →Stands to benefitA new terminal adds demand for TOS deployments and support, and Navis is a relatively sticky incumbent with low substitutability and a long replacement lead time.
67% confidenceTerminal Operating System (TOS) Software →Stands to benefitHop 3
Navis (Kalmar / ex-Cargotec) →Stands to benefitTerminal Operating System (TOS) Software
A new cargo terminal should increase demand for terminal operating systems, and this input is relatively sticky given low substitutability and a long 36-month replacement lead time.
43% confidence
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
Companies you may own
Navis (Kalmar / ex-Cargotec)TBA Group (Konecranes)Tideworks Technology (Carrix)CyberLogitec
Tap a company to see what it told the SEC could break it.
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