Supply chain radar: Don’t moan about Hapag-Lloyd – blame absent BaFin

As you probably know, Premium hasn’t been forgiving as far as German regulator BaFin’s inaction is concerned (our previous coverage is here), particularly with regard to its, erm, “management” of rapid movements in the shares of Hapag-Lloyd.
Yet right ahead of Xmas the Financial Times did much better than us, duly reporting on BaFin’s multiple deficiencies elsewhere (the much-advertised Wirecard fraud) as the German carrier – gotta love the coincidence, narrative here – …

The post Supply chain...

https://theloadstar.com/supply-chain-radar-dont-moan-about-hapag-lloyd-blame-absent-bafin/

Supply chain radar: Hapag-Lloyd only half way through its epic plunge?

Transparency, what a great thing that is.
Look at you, darling
First off, I deeply apologise if you are bored to death with the latest Hapag-Lloyd coverage – we have talked about the German carrier extensively (more here and here) already in the past couple of weeks.
Fair enough.
Yet, notably, the stock dropped below €70 on Tuesday, down almost 63% since peak on 15 May– we hadn’t been there since early April.
Down €20.65bn in …

The post Supply chain radar: Hapag-Lloyd only half way through its...

https://theloadstar.com/supply-chain-radar-hapag-lloyd-only-half-way-through-its-epic-plunge/

M&A radar: German regulator stirs as Hapag sheds €17bn in a fortnight

You probably remember the nice little chart below posted by Alphaliner last week, where the research house pointed out that Germany’s Hapag-Lloyd was worth as much as several of the world’s ocean container shipping companies combined.
Throw it away.
Oh dear
As I told somebody on the day that chart was published, Hapag had already lost about €6bn of value.
Believe it or not, its stock – at one point earlier this month trading …

The post M&A radar: German regulator stirs as Hapag sheds €17bn in a...

https://theloadstar.com/ma-radar-german-regulator-stirs-as-hapag-sheds-e17bn-in-a-fortnight/

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