Maersk is trying to boost its position further by suggesting that smaller carriers pull out of the market. In an interview with the Wall St Journal, analysed here by Drewry, Group CEO Nils Andersen said that it “defies logic” for lines with 3-5% of the market to continue to invest. Drewry points out that broadly speaking, this is almost every top 20 carrier except Maersk, MSC and CMA CGM. Drewry has published good thorough analysis on the top lines, capacity and how the top 20 will change. (You will need to register – for free – to read it.)
DSV: STOCK MARKET FALL ACCELERATES DSV: 'NON-EVENT' CONF CALL DSV: COUNTRY LEVEL REPORTING LINES DSV: 'WE ARE ENCOURAGED TO FIND A DEAL WITH THE UNIONS' DSV: SCHENKER DEBT REFINANCING RISK DSV: SCHENKER DEAL FUNDINGDSV: CUSTOMER OVERLAPDSV: EARNINGS PER SHARE ACCRETIONDSV: 'SCHENKER UPLIFT' QUESTION DSV: SCHENKER GLOBAL ACCOUNTS DSV: BUYBACKS STOPPEDDSV: GERMAN STATE APPROVAL DSV: SIZE AND MARGINSDSV: CONF CALL 'QUOTE OF THE DAY'DSV: CONF CALL CEO TIE-UP LOOKDSV: SCHENKER TAKEOVER CONF CALL ABOUT TO STARTWTC: ONE OBVIOUS DSV SCHENKER WINNER DSV: REACTIONDSV: AGREEMENT TO ACQUIRE SCHENKER SIGNED
DSV: STOCK MARKET FALL ACCELERATES DSV: 'NON-EVENT' CONF CALL DSV: COUNTRY LEVEL REPORTING LINES DSV: 'WE ARE ENCOURAGED TO FIND A DEAL WITH THE UNIONS' DSV: SCHENKER DEBT REFINANCING RISK DSV: SCHENKER DEAL FUNDINGDSV: CUSTOMER OVERLAPDSV: EARNINGS PER SHARE ACCRETIONDSV: 'SCHENKER UPLIFT' QUESTION DSV: SCHENKER GLOBAL ACCOUNTS DSV: BUYBACKS STOPPEDDSV: GERMAN STATE APPROVAL DSV: SIZE AND MARGINSDSV: CONF CALL 'QUOTE OF THE DAY'DSV: CONF CALL CEO TIE-UP LOOKDSV: SCHENKER TAKEOVER CONF CALL ABOUT TO STARTWTC: ONE OBVIOUS DSV SCHENKER WINNER DSV: REACTIONDSV: AGREEMENT TO ACQUIRE SCHENKER SIGNED