All players in the sector are rising (TAL, TGH) as money returns to this abandoned sector. This industry can weather a downturn as storing an unused container is easier than a ship and the stop in new container production has actually increased the value of inventory. The other reason is that the public firms have the capacity now to buy up the ones that failed to go public in time and now have no access to capital (SeaCastle etc) so the coming consolidation will further drive up prices.