M&A radar: Base case – DSV Panalpina, the next target of DSV Panalpina

Certain private exchanges ahead of what is arguably a defining week for the staggering stock market tale of DSV Panalpina (DSV PAN) are priceless.
What’s at stake
Play up expectations again when the interims come out next Tuesday, without acting promptly (February 10: this should ring a bell), and shareholder value is at risk.
Try to convince the rest of the T&L world and investors that you know how to play the organic …

The post M&A radar: Base case – DSV Panalpina, the next target of DSV...

https://theloadstar.com/ma-radar-base-case-dsv-panalpina-the-next-target-of-dsv-panalpina/

M&A radar: Anybody up for Wagers in Flexport?

It almost passed unnoticed outside logistics and arguably didn’t come with a big bang publicly in our industry given Flexport’s own standards, but last week’s appointment of Kenneth Wagers as new CFO of the freight forwarder is intriguing, for several reasons.
While the deal-makers I reached out to remain stubbornly tight-lipped – feedback: swinging between “call later” and “don’t call”; possibly nothing is cooking yet – a blend of factual and mildly …

The post M&A radar: Anybody up for Wagers...

https://theloadstar.com/ma-radar-anybody-up-for-wagers-in-flexport/

M&A radar: major private equity deals in logistics? Don’t hold your breath

One side of the “private equity story + logistics appetite” is here, in a well-written post published last week by The Loadstar – and headed: “Why private equity is into logistics, and here to stay“.
Another less conventional angle, however, in what isn’t a formal rebuttal of the much-appreciated coverage by a special guest from the private equity (PE) world is rather that private equity occasionally flirts with logistics, and when the …

The post M&A radar: major private equity deals in...

https://theloadstar.com/ma-radar-major-private-equity-deals-in-logistics-dont-hold-your-breath/

M&A radar: Who’s next?

That’s the most recurring question in our logistics circles, mainly spanning: targets for the logistics integrators (no concrete rumours so far); which freight forwarder is soon to be targeted (several unreliable suggestions, but some obvious names stand out); an apparent lack of combinations elsewhere in container shipping that brings only hypothetical scenarios to the fore (one is particularly explosive, but the fireworks are for another time).
So here’s a shortlist of some …

The post M&A...

https://theloadstar.com/ma-radar-whos-next/

M&A radar: Maersk’s rumoured MCI sale – if you can’t stand the heat, get into the freezer

Now then, this all looks veeeeery familiar.
Market talk
Bloomberg this week reported that AP Møller Mærsk (APMM) might be looking to sell off its reefer manufacturing subsidiary Maersk Container Industry (MCI), putting a rich price tag of $1bn on it.
APMM responded in their usual fashion when contacted by Splash247 for a comment.
The narrative twist plus related corporate feedback here:
“A spokesperson for A.P. Moller-Maersk suggested MCI would remain within the group. ‘As a …

The post M&A...

https://theloadstar.com/ma-radar-maersks-rumoured-mci-sale-if-you-cant-stand-the-heat-get-into-the-freezer/

M&A radar: Port mergers whet the appetite for further deals

China’s bubbling M&A activity in the port market took another step recently when Cosco Shipping Ports bought a 34.99% equity stake in Tianjin Container Terminal (TCT) – this is simply the latest move in the ongoing merger of terminal capacity in the north-east Chinese port.
It is the latest result in a plan that was hatched around a year ago in which the three owners – Cosco, Tianjin Port Holdings and China …

The post M&A radar: Port mergers whet the appetite for further deals appeared first on T...

https://theloadstar.com/ma-radar-port-mergers-whet-the-appetite-for-further-deals/

M&A radar: ‘Container shipping + buyout’? Seriously…

In theory, and in practise, taking a box line private works perfectly under a short-term, typically-private equity-minded/driven horizon, assuming cyclical strength is here to stay at least through 2024.
Base case: that assumption looks spot on.
Worst case: it could be disastrous.
Either way, many thanks to a faithful reader who recently went for* the “container shipping + LBO” search on our platform.
(*Rather opportunistically, let me say, yet conveniently from an investment perspective; …

The...

https://theloadstar.com/ma-radar-container-shipping-buyout-seriously/

M&A radar: AP Møller-Mærsk LCL benchmark deal rumoured – our shortlist

Denmark’s AP Møller-Mærsk Group (APMM) – which we argued at the end of 2020 had its finger on the M&A trigger – is now rumoured to be ready to deal, chiefly to boost its Less than Container Load (LCL) capabilities.
Rings a bell, doesn’t it?
For the narrative, maybe you recall our exclusive coverage in early September, headed: “APMM hires China veteran, covets air and LCL leadership“.
When contacted earlier today via email (subject: …

The post M&A radar: AP Møller-Mærsk LCL benchmark deal...

https://theloadstar.com/ma-radar-ap-moller-maersk-lcl-benchmark-deal-rumoured-our-shortlist/

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