Comment / Supply chain radar: Hapag-Lloyd up over 300% in a year – not even Netflix does that

27/04/2020

“Seen the price of Hapag-Lloyd today?” one source asked towards the end of the trading session on Friday, when the shares of the German carrier traded over €120 apiece.

You read it right: €120. That’s about $24bn in market cap, a near-30% premium against the value of Maersk’s container shipping assets PLUS all the other operations under its umbrella (terminals, logistics, towage and so forth).

“Klaus-Michael Kuehne is a genius” was my first section.

Skyrocketing

As The Financial Times reported in its key stats ...

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NAIM JADUE
April 27, 2020 at 2:54 pm
There’s a company in chile stock market, name Vapores (VAPORES.SN) that’s the only asset its has is the 30% stake in Hapag LLoyds, its owned by 61% Luksic group, and it price its 90% below its only asset Hapag LLoyd, its tades at 19 pesos and it should be at 0 discount trading at 145 pesos, its market cap its usd 700 milions, and owns 30% of Happag LLoyd thats worht USD7.200 millions. Vapores has a 39% of free float.
Please check it, could be a vehicle to enter at Hapag with a incredible discount.
best wishes

Naim Jadue
K2 Advisors

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- Alessandro Pasetti
  April 27, 2020 at 3:01 pm
  Thanks for your comment, Naim. Clearly you mean CSAV (which merged with HL in 2014), the other major shareholder with Mr Kuehne controlling 30% of the HL equity https://www.marketscreener.com/COMPA-A-SUD-AMERICANA-DE-6524875/financials/. Interesting angle indeed… thanks for your comment!
  Best regards,
  
  Ale
  
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