StubWorld: The Rising Tide As China Merchants Port Recovers
A double-dose of StubWorld this week: Port operators, including China Merchants Port (144 HK) ("CMPH"), have rebounded from 2019 lows amidst a...
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CMA CGM’s Latest Deal with CMPH (SEHK:0144) : A Win-Win for Everyone
The recent deal between CMA CGM and China Merchant Port Holding (CMPH) will be a win-win for both parties. While CMA CGM gets the necessary cash...
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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...
585 Views
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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