Evergreen Marine: Not Really So Complex After All, & Cheap on EV/Capacity
Institutional investors have long shied away from owning Evergreen Marine Corp Ltd (2603 TT) for two reasons unrelated to the container shipping...
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Surging Momentum of Consolidation Will Soon Force Response from Asia's 'Leftover' Container Carriers
A series of announced mergers and acquisitions in the global container shipping industry will soon pare the industry down to six large global...
334 Views
An In-Depth Look at Evergreen; in Line for a Takeover Offer?
In Daniel Hellberg's recent note: ‘The Trump Call’ May See Taiwan Airlines Hurt; Short EVA Against Long Position in Evergreen Marine (link), Daniel...
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'The Trump Call' May See Taiwan Airlines Hurt; Short EVA Against Long Position in Evergreen Marine
A brief congratulatory phone call from ROC President Tsai Ing-wen to US President-elect Trump last Friday has angered Chinese officials, who view...
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Implications of Maersk's Hamburg Sud Purchase
Maersk announced it would make a cash (A $4bn figure was initially thrown out, but this appears too high. Other estimates are Maersk would not...
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