Comment / Analysis: MSC & CMA CGM – over $100bn of hidden value

Until only a few years ago, the idea that MSC and CMA CGM would become public companies came in waves, often subsiding as soon as the rumours hit the market shores.

Perhaps it wasn’t the right time pre-Covid 19, but now, if we run a synthetic scenario, only the blind would not understand how silly it would be to reluctantly avoid capital markets monetisation. And we’ve done just that: a full excel calculator screen grab is included in today’s coverage.

With their ...