Maersk claims West Med terminal congestion easing
Pressure seems to be easing on West Mediterranean ports after a difficult few weeks, when ...
There’s no particular event-driven news propping up the value trade in container shipping but we have reached that moment again when Germany’s Hapag-Lloyd, ahead of ex-dividend day, is overshooting.
Now worth over €60bn on the stock market…
… remarkably, some €30bn more than the entire AP Møller-Mærsk ––> meanwhile, its trading multiples are out of whack with any reasonable scenario on a forward basis (click to expand the table below).
Moreover, its €359.2 closing price* on Tuesday, 18 April, is over twice as ...
Etail by air – here to stay or on a short shelf life?
HMM sees opportunities in Hapag-Lloyd’s exit from THE Alliance
The rise and rise of China's ecommerce platforms
Legal battle heats up over 'unseaworthy' and 'reckless' MV Dali
DSV chief reticent on Schenker: the focus on growing market share
Increasing scrutiny could stall rise of ecommerce platforms, as TikTok faces US ban
Another strong month for US ports as container flows continue to rise
MSC redeploys 'Israel-linked' box ships away from Persian Gulf
Alex Lennane
email: [email protected]
mobile: +44 7879 334 389
During August 2023, please contact
Alex Whiteman
email: [email protected]
Alessandro Pasetti
email: [email protected]
mobile: +44 7402 255 512
Comment on this article