Transport Sector, China and Asia-focused Research

Charles De Trenck

Equity Bottom-Up

AP Moeller - Maersk A/S / Equity Bottom-Up

<p>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 likely have paid more than $2bn) offer for leading and family owned North-South carrier Hamburg Sud. These mergers continue to be positive for this poorly run industry. The move is positive for Maersk and for the global containerized transport industry and could see Maersk at about 19% of global capacity.</p><p>See as well <a href="https://www.smartkarma.com/profiles/356" target="_blank" data-smartkarma-citation="accounts:356">Drewry Maritime Equity Research</a> and its…</p>

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 likely have paid more than $2bn) offer for leading and family owned North-South carrier Hamburg Sud. These mergers continue to be positive for this poorly run industry. The move is positive for Maersk and for the global containerized transport industry and could see Maersk at about 19% of global capacity.See as well Drewry Maritime Equity Research and its…

Implications of Maersk's Hamburg Sud Purchase