It didn’t take long for the one firm topping the “M&A radar: Who’s next?“ podium, Agility GIL, to be taken over after our Premium coverage in March last year.
The rich $4.2bn DSV proposal came just about four weeks later, in fact.
In random order, feedback from (invaluable) sources, a bit of luck...
Market Insight
Against the odds: Bolloré Logistics – what happens to the rump after MSC takes its African bite
Those familiar with Bolloré affairs would understand that the way the French group has so far played the possible sale of its African logistics business, aka ‘BAL‘, has been flawless.
“Bolloré Group doesn’t comment on rumours in the press regarding its transportation and logistics [T&L] activities,” it said on 15 October when the first domestic reports and speculation emerged.
Without clearly identifying which T&L activities, in fact, may be the subject of …
The post Against the odds: Bolloré...
https://theloadstar.com/against-the-odds-bollore-logistics-moving-the-needle-in-top-forwarding-ma/
Against the odds: Risky business
As we commence the new year, the stark realisation is that supply chain professionals are going to have to become very creative to meet their budget targets.
While hedging a raft of risks.
(Recent) history repeating
I genuinely hope that all you dear readers have had some respite during the holiday season.
As we return to work, we are faced with depressingly familiar headlines such as China’s Ningbo province implementing Covid restrictions, which is …
The post Against the odds: Risky business
M&A radar: The DSV value chase – between a rock and DB Schenker
Top brass at DSV hasn’t wasted any time this year making absolutely clear, via the local press, that the Danish forwarder is open to deal-making once again. The sooner the better once the latest prey, Agility GIL, is fully integrated as early as H1 22.
That came just about a couple of weeks after compatriot AP Møller-Mærsk (APMM), smoothly yet publicly – while promoting its latest meaningful contract logistics deal – …
The post M&A radar: The DSV value chase – between a rock and DB Schenker...
https://theloadstar.com/ma-radar-the-dsv-value-chase-between-a-rock-and-db-schenker/
On the wires: Your move, Cosco & ONE, as 2021’s capacity battle ends
Yesterday, the inevitable happened – MSC overtook Maersk to become the world’s largest shipping line, as measured by teu slot capacity.
It’s on all the news headlines – yesterday, Alphaliner’s Top 100 registered MSC’s fleet capacity at 4,284,728 teu, compared with Maersk’s 4,282,840 teu, the difference equivalent to a 1,888 teu mid-sized feeder ship.
[Editor’s note – the table above was published on 5 January, the day before MSC overtook Maersk]
Everyone in the …
The post On the wires: Your...
https://theloadstar.com/on-the-wires-your-move-cosco-one-as-2021s-capacity-battle-ends/
Against the odds: MSC’s Bolloré bid is complex – may leave CMA CGM exposed
MSC’s bid to purchase Bolloré’s African port business may transpire to be one of the largest single M&A moves in the transport and logistics sector – but it could also turn out to be hideously complex.
As DVZ’s editor-in-chief Sebastian Reimann noted in his commentary on the deal: “The many [African] acquisitions make it clear, however, that it is hardly possible to develop this promising, but also highly complex, market organically. …
The post Against the odds: MSC’s Bolloré bid is complex –...
Supply chain radar: 2022 – the year of direct government intervention
Goodbye 2021, we’re done. But watch out, here comes 2022!
How lucky
I recently argued that we are in a supply chain stalemate, as ports around the world remain congested due to excessive numbers of out-of-position empty containers not being loaded for repatriation by the world’s shipping lines, among other factors.
But how can this be addressed?
Before mowing on, a cocky round of self-applause as shipping trouble was my last column of 2020, …
The post Supply chain radar: 2022 – the year of...
https://theloadstar.com/supply-chain-radar-2022-the-year-of-direct-government-intervention/
M&A radar: Mærsk spree… LF Logistics $3.6bn buy – ‘boisterous insanity’?
On Monday, quickly sifting through the 99,999-plus-unread-emails in my inbox (screen grab below) I thought: the M&A binge outside logistics looks so good and widespread, anyway, that something must be fundamentally broken but we’ll soon have our ‘glory days’ in supply chain.
Ohhh, if grandma was still around.
Then
Tuesday came with the MSC/BAL asset-based €5.7bn announcement and today we were incredibly pleased to find out, given the M&A news flow, that …
The post M&A radar: Mærsk spree… LF...
https://theloadstar.com/ma-radar-maersk-spree-lf-logistics-3-6bn-buy-boisterous-insanity/
Market Insight: Pre-Christmas (M&A) supper with MSC, Mærsk & Bolloré
Hustle and bustle.
Welcome to the Forward Logistics Matrix age, the most exciting era in the most exciting sector – made up of several very complex subsets – in the world, where the next move in the M&A domino game will be totally detached from the mainstream/trade headlines.
And where subtle equilibrium-damaging forces in the supply chain, as we knew it, are at play.
Rewind
You may recall our previous “Foaming liquid lunch – ‘MSC …
The post Market Insight: Pre-Christmas (M&A) supper with MSC,...
https://theloadstar.com/market-insight-pre-christmas-ma-supper-with-msc-maersk-bollore/
EXCLUSIVE Market Insight: UK’s EV Cargo ‘on the market’ – rumours swirl
A worthy reminder first, from 23 November 2018:
– Private equity investor EmergeVest announces the creation of EV Cargo
– Six EmergeVest-backed companies come together to form the new entity
– EV Cargo has annual revenues of £850 million and focuses on the intersection of logistics and technology
– Cargo-centric model delivers mission-critical supply chain services
– Business will manage supply chains for world’s leading brands
– Long-term strategy for investment, growth and acquisitions
Then a...
https://theloadstar.com/exclusive-market-insight-uks-ev-cargo-on-the-market-rumours-swirl/