M&A radar: MSC (vs Mærsk) – a bit Amazon, a bit UPS. With an eye on Schenker...
Targeted arbitrage, anyone?
It now appears to be official – prompted by the central government in Beijing, China’s two major container lines are planning a merger following several torrid years of severe financial losses. It will not be an easy process however, given the wide portfolios of the two conglomerates, as well as the fact that they have very similar asset profiles and one analyst predicted it could take over two years. That said, trading in their respective shares has now been suspended on China’s bourses.
Dock strike at Felixstowe 'inevitable', after last-ditch pay talks break down
China trade surplus under threat as peak season collapses and demand cools
Shipping lines' move to become integrators 'a compliment' to air freight
New talks at ACAS a last-ditch bid to prevent disruptive strike at Felixstowe port
More blank sailings on the cards as ocean spot rates continue to tumble
Rant radar: Here's the 'go to hell' message to forwarders
Port congestion driving more shippers to China-Europe rail and road options
Air cargo industry still eyeing a peak season, despite losing in-cabin capacity
Comment on this article