MSC, Mærsk & CMA CGM – where rivalry doesn't matter (and where it does)
Behind closed doors
By Mr Joy
The Australian Competition and Consumer Commission (ACCC) has good reasons to carefully evaluate DP World’s proposed acquisition of Silk Logistics*.
Are they enough to scupper the deal altogether?
Let’s look.
(*Announced in late 2024 and worth just U$115m, including the premium at takeover, more here; SLH now trading at a -30% discount against DPW’s offer.)
Statement of issues
Recently, I wrote about the ACCC 2023-24 Container Stevedoring Monitoring Report and my assessment of its implications. Good on the ACCC for shining a spotlight on this ...
Comment on this article