At first glance, there is nothing either very insightful or creative (sigh) worth adding today to MSC’s €5.7bn ($6.3bn) deal* for Bolloré Africa Logistics (BAL) after two updates from Premium in the past fortnight, both unequivocally pointing to a successful closing by 31 March.


(Read: “MSC readies to swallow BAL“, 10 March; and this on Wednesday this week; *Price tag: enterprise value, net of minority interests, hence including the target’s net debt.)


One of the largest deals ever in logistics, it’s unlikely to be transformational for ...

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