On the wires: The IPO binge – ZIM, the next Ceva, a precursor for CMA CGM

“Zim has hired (…) three foreign investment banks (…). Any offering is likely to be conducted at a company valuation of $750 million, or even more for Zim.” – Globes, 24 August 2020. 
In early 2007, at the height of the market and only a few months away from the credit crunch’s first symptoms, one of the worryingly ever-close-to-reality jokes in the City was that we had reached such a tipping …

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https://theloadstar.com/on-the-wires-the-ipo-binge-zim-the-next-ceva-a-precursor-for-cma-cgm/

Supply chain radar: The Deutsche Bahn mess – farewell Mr Doll, it was short… and not very sweet

You might have missed some key bits of the story below – I did for well over a day – from Der Tagesspiegel, published only in German language last Friday night:
“Alexander Doll was considered a bearer of hope. Now he has to go. (…) The process illustrates the problems of the group (…). Doll, an experienced financial expert throws the towel after only one and a half years after attempting to rehabilitate one …

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Happy birthday radar: Premium – It’s only just begun…

It’s our birthday today at Premium – our first birthday, already!
Thank you, thank you, thank you all!
In a nutshell, we have learnt lessons. We have sometimes been right, sometimes been wrong, but as The Loadstar publisher, Alex Lennane, put it to me today:
“Premium has gone from strength to strength in its first year. While not always liking what they read, the major logistics companies recognise that its unique blend of …

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On the wires: CMA CGM IPO – Is the ‘right time’ approaching at last?

“CMA CGM takes a position in Wing to support the growth of an innovative urban logistics service dedicated to e-commerce.” – Reuters, 29 October. 
Unrelated, but more important to get started with here, the fall and rise of the traded debts of CMA CGM across several maturities – 2021, 2022, and 2025 – has been inexplicable to many banking sources in the past few weeks.
Judging by the latest remarks I gathered, even …

The post On the wires: CMA CGM IPO – Is the ‘right time’ approaching at last?...

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On the wires: DB Schenker sale ‘upcoming’? Or is it just business as usual?

“Deutsche Bahn increased its debts in 2019 and the German rail company is now €3bn ($3.3bn) short of meeting its financial obligations, according to a report by the Federal Court of Auditors.” – Deutsche Welle, 13 September 2019.
When in mid-June Deutsche Bahn (DB) CEO Richard Lutz said that DB Schenker was “an integral part of our group portfolio” – essentially dismissing the divestment of the subsidiary – I pointed out that …

The post On the wires: DB Schenker sale ‘upcoming’? Or is it just...

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