Comment / Tangled! DP World's Silk Logistics deal struggling in competition web

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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 ...