CMA CGM’s Latest Deal with CMPH (SEHK:0144) : A Win-Win for Everyone
The recent deal between CMA CGM and China Merchant Port Holding (CMPH) will be a win-win for both parties. While CMA CGM gets the necessary cash...
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CMA CGM – Understanding the Strategy
With their 2Q 2019 results expected to be released on Friday 6th September 2019, after market close, we thought it timely to highlight a framework...
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Container Shipping: The Good, the Bad, and the Ugly
Carrier fortunes have been subjected to a rollercoaster ride since mid-2018 as the trade war and tariffs between the US and China have fueled...
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CMA CGM GROUP – 1Q19 Results, Debt Refinancing Wall and Global Growth Headwinds
Despite CMA CGM's decent headline numbers, if you look through these the underline fundamentals are not so compelling.With their near maturity...
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CMA CGM GROUP – ‘Likely to Get Worse Before It Gets Better’
Given the cyclical nature of the industry, the volatility of bunker fuel prices, combined with both the negative global GDP and trade volume...
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