reports
- Rahul Kapoor
Container Shipping - Recovery further away on industry re-alignment
​In our outlook report released in February (Container Shipping, 2016 - Stock prices discounting the worst), we had argued about how carriers are facing the prisoner’s dilemma and how M&A will become a recurring theme this year, with any related decisions likely be driven by opportunity rather than immediate financial rational. The argument has played out well with the current M&A activities suggesting the following: a) shipping lines are focusing more on alliances and resource sharing; b) M...
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