Beleaguered Panalpina Gets An Unsolicited Takeover Offer
After investors lashed out at Panalpina Welttransport Holding (PWTN SW)'s board late last year (after years of griping by some of the top holders),...
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CEVA's Days Of Independence Appear Numbered
On October 11th, Swiss-based global supply chain management company Ceva Logistics AG (CEVA SW) rejected an unsolicited, non-binding offer...
913 Views
Roundtable: New Bunker [oil] Calculations and Complications from IMO 0.5% Fuel Oil Requirements
A quick roundtable discussion we had with owner-operators on the impact low sulphur fuel oil regulations (IMO 2020 Regulations) as well as on the...
462 Views
CMA CGM (Global Container Shipping Company) 2Q18 Results Comment & Update
Our medium-term investment thesis is underpinned by the ability of CMA CGM to partially mitigate rising bunker fuel costs and deleverage over...
418 Views
Japan3 Shipping Companies Disclose Worse-Than-Expected Container Segment Results in Q1FY18
At the break on Tuesday, July 31st, Japan's three major shipping companies released Q1FY18 financial results. All three companies -- Nippon Yusen...
480 Views