Comment / OceanX: M&A rumours & deals spread – please welcome Q2 24!

ID 87983213 © Artem Evdokimov | Dreamstime.com

The first quarter of 2024 has gone already and the books are being compiled.For many it means the “Houthi bounce“ has thankfully dragged for over a quarter and that is expected to have a positive impact on financials, particularly for the carriers.

What is unlikely to be a bearish spring – even assuming certain adjustments down to estimates meet actual figures – could bring a decent Q1 update as added complexity, no doubt, helps money-making in supply chain these days.

Going forward ...