Comment / Supply chain radar: Mr Market is betting on Hapag–Lloyd + Evergreen, or... not

At times, capital markets send conflicting signs that can be easily dismissed. At other times, however, they are predictive.

When it comes to the container shipping industry, the headache for M&A arbitrageurs is that several scenarios have emerged in the past four weeks or so, judging by Mr Market’s pricing of risk for the main prospects in the sector.

Let’s look at what’s going on behind the scenes.

Support or resistance? 

While we still try to figure out if ~ €38 a share is a support ...