OceanX: My insights; Mærsk's 'value trap': trading multiples in supply chain
Late to the party?
By Ruben Huber
Good afternoon everybody: the summer remains hot, the economic outlook is a mess and the shipping environment is challenging for anyone not receiving a liner bonus. Enjoy the reads.
1) Gold Medal: Taxman power full on.
Top spot on the podium surely goes to the taxman – he needs it sometimes.
The subject of tonnage tax is still on – first flagged by Premium in March… 2021! – as the Q2 results of the liners have been stunning and it becomes increasingly obvious that ...
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