Container lines still ordering more ships, despite falling spot rates
Liner operators and non-operating shipowners have continued to add to their already swollen orderbooks, despite ...
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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Comment on this article
Hans-Henrik Nielsen
June 07, 2022 at 4:11 pmInteresting 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 amThanks for your comment, Hans-Henrik Nielsen, and good luck to you!