Comment / Crane of thrones: CMA CGM + Westports or Hapag + Eurokai?

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The noise about port acquisitions is building, some operators seek investors; while other investors seek operators that need investment but may not know/not want/not accept it, or just plain disagree and fair play to them.

But the noise is building. A research note passed to Premium on German container terminal operator Eurokai (part family-owned, part listed) at times read like fan mail – no criticism of its thesis, reasoning, or production, but it was just a bit, well, gushing. The point ...