Control of Wilson Sons could boost MSC dominance in Brazil
MSC’s acquisition of Brazilian operator Wilson Sons has raised eyebrows among forwarders in the region, ...
In theory, and in practice, taking a box line private works perfectly under a short-term, typically-private equity-minded/driven horizon, assuming cyclical strength is here to stay at least through 2024.
Base case: that assumption looks spot on.
Worst case: it could be disastrous.
Either way, many thanks to a faithful reader who recently went for* the “container shipping + LBO” search on our platform.
(*Rather opportunistically, let me say, yet conveniently from an investment perspective; LBO means leveraged buyout, how it works in principle here)
To ...
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Trump tariff threat and China downturn will make CNY 2025 'different'
Air cargo market enjoys some calm before an expected Q4 storm
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