Base case: current Hapag-Zim deal falls at Golden Share hurdle
Israel holds the key
It is no surprise that Maersk CEO Soren Skou recently urged governments to stop subsidising shipping lines, and it’s pretty obvious why he did that, I reckon: the potential for another Hanjin is there, right?
Important matters
Taiwan’s Yang Ming posted headline results on Friday that confirmed the industry’s asset-heavy companies with stretched balanced sheets remain a bit troubled, to say the least, and need to do more to become healthy.
In this context, “more” could mean either deal-making or lobbying lawmakers/bankers to make sure ...
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