CMA CGM – Understanding the Strategy
With their 2Q 2019 results expected to be released on Friday 6th September 2019, after market close, we thought it timely to highlight a framework...
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Container Shipping: The Good, the Bad, and the Ugly
Carrier fortunes have been subjected to a rollercoaster ride since mid-2018 as the trade war and tariffs between the US and China have fueled...
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CMA CGM GROUP – 1Q19 Results, Debt Refinancing Wall and Global Growth Headwinds
Despite CMA CGM's decent headline numbers, if you look through these the underline fundamentals are not so compelling.With their near maturity...
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CMA CGM GROUP – ‘Likely to Get Worse Before It Gets Better’
Given the cyclical nature of the industry, the volatility of bunker fuel prices, combined with both the negative global GDP and trade volume...
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CMA CGM: Credit Metrics Improved on the Back of Rising Profitability; Strong Liquidity
Considering that CMA CGM has yet to announce the funding methods for the Public Tender Offer, regulatory requirements deal parameters and the final...
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