Comment / Market Insight: Priced to perfection, Hapag-Lloyd the industry risk gauge

24/08/2018

Hapag-Lloyd is at the forefront of competition in the container shipping sector, and latest news is proof of that.

By far the best industry performer on the stock markets since 2016; however, what does its current value indicate after a dismal first half for most shipping liners?

What kind of underlying mid-term profitability does its share price imply? And how much growth is priced into its stock?

These are relevant questions not only for the management team of the German carrier, but for ...

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NAIM JADUE
August 24, 2018 at 1:51 pm
THE ACTUAL PRICE IS EXPLAINED BY THE PURCHASE OF 4% STAKE IN THE COMPANY BY KUENE, THAT NOW IS THE SECOND LARGEST SHAREHOLDER AND ITS MAY BE IN A RUN TO BE THE FIRST, VAPORES IS THE MAIN SHAREHOLDER WITH ONLY A 25.8%, BOTH VAPORES BOUGHT A 0.3% TO REACH 25.8% FROM 25,5%, BUT KHUENE BOUGHT 4% REACHING 25%, THE STOCK ONLY HAS A 10% FREEFLOAT NOW AND VAPORES IS TRADING IN THE CHILEAN STOCK EXCHANGE WITH A 45% DISCOUNT AGAINST HIS ONLY ASSET HAPPAG LLOYD.

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