Factors in the next 3 months, page-27

The relevant point is that once a company has made a first shipment - i.e. they have opened up a new market/route for their business - then they will continue to make more shipments.

To ramp up exports they need more vessels, which they have been building. I'm not sure where your negativity is coming from - do you specifically know that they can't expand on that particular route or what?

And it doesn't matter if there are other competitors necessarily - of course there are - what matters is if the demand in the export markets is growing.