Damned if they do, damned if they don’t.

(Yet more so if they don’t.)

Not so fast?

With the European ocean oligopoly, as widely advertised, having recently completed their latest deal-making rounds – Senator (Mærsk); ’BAL’ (MSC); Ingram Micro C&LS (CMA CGM); Deutsche Afrika-Linien (Hapag-Lloyd) – it will be just a matter of weeks, or “even days”, if you listen to the M&A bulls, before fresh capital is deployed by any of them to chase incremental growth, inorganically.

Via M&A, that is

After all, sift through their respective ...

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  • Hans-Henrik Nielsen

    June 07, 2022 at 4:11 pm

    Interesting musings. In the meantime, my little company will keep our powder dry and continue organic growth. I like a lot of cash on the ready.

    Good luck to everyone

    • Alessandro Pasetti

      June 08, 2022 at 6:12 am

      Thanks for your comment, Hans-Henrik Nielsen, and good luck to you!