Box lines – billions ready to burn in market share fights
…rather than M&A
On 24 February, a watershed moment in the Russia-Ukraine conflict as the first shivers of war were felt, we selfishly, almost totally detached from reality, looked for shopping opportunities in logistics.
(Where there’s smoke there’s fire, that’s an old cliché.)
Three weeks later, while gloomy (bond) signs have been certainly premonitory this week of (better) things to come….
… in the equity markets, we have had our three powerhouses firing on all cylinders.
Would-be container integrator AP Møller-Mærsk (APMM) and fully-integrated 3PLs Kuehne + ...
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