Comment / Market insight: Pick-a-merger time for Hapag Lloyd as suitors line up

© Andrew Kazmierski

Hapag-Lloyd shareholder Michael Klaus Kuehne may have rejected the idea of a merger with CMA CGM – but is it a good idea, nonetheless?

Let’s find out what the numbers – and hard evidence – suggest in the wake of the latest market reports.

Background

Last week, I argued in favour of a tie-up between the German carrier and the market leader, Denmark’s AP Møller-Maersk Group (APMM), which should be willing to pay over the odds to get a merger deal sorted as soon ...