Comment / Supply chain radar: Maersk leads or lags Cosco?

Let’s set the record straight: an orthodox Loadstar Premium investment analysis of China’s vast Cosco grouping is doomed well before rolling the dice.

Unlevel playing field 

We mildly criticised Maersk’s and CMA CGM’s bullishness recently in the wake of their interims, yet those headline financials that are published in English for Cosco – to be found on the Hong Kong Stock Exchange for the seven listed entities – shine a narrow light on the dense mass of cross ownership of a variety of ...