Continued maritime liquidity will drive the biggest M&A deals this year

Shipping lines’ “cushy liquidity” helped double M&A deal value in the container port sector last year, with more vertical consolidation on the way in 2022.
According to a new report by Ocean Shipping Consultants (OSC), 2021’s supply chain fragility meant “most logistics companies with spot rate services yielded a solid financial performance”.
The bolstered earnings drove vertical capacity acquisition and triggered an “M&A jostle for supply chain dominance between ports and shipping …

The post Con...

https://theloadstar.com/continued-maritime-liquidity-will-drive-the-biggest-ma-deals-this-year/

Long-term investors favour financially stronger box ports over shipping lines

Shippers may be seething over perceived profiteering by shipping lines, but container ports remain more profitable and attractive to long-term investors, according to a new report.
Ocean Shipping Consultants’ (OSC) Port Sector Outlook 2021 paints a rosy picture for terminal operators, with volumes and profits holding steady despite the volatility from the Covid crisis.
“Shipping companies make for strong media interest, with high-profile consolidations and the evolution of vessel sizes dazzling...

https://theloadstar.com/long-term-investors-favour-financially-stronger-box-ports-over-shipping-lines/

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