CEVA’s Fair & Reasonable Offer; But Please Don't Tender
CMA CGM SA (144898Z FP) has published its prospectus for what is evidently a heavily orchestrated Public Tender Offer for Ceva Logistics AG (CEVA...
597 Views
Beleaguered Panalpina Gets An Unsolicited Takeover Offer
After investors lashed out at Panalpina Welttransport Holding (PWTN SW)'s board late last year (after years of griping by some of the top holders),...
991 Views
CEVA's Days Of Independence Appear Numbered
On October 11th, Swiss-based global supply chain management company Ceva Logistics AG (CEVA SW) rejected an unsolicited, non-binding offer...
1k Views
Roundtable: New Bunker [oil] Calculations and Complications from IMO 0.5% Fuel Oil Requirements
A quick roundtable discussion we had with owner-operators on the impact low sulphur fuel oil regulations (IMO 2020 Regulations) as well as on the...
545 Views
CMA CGM (Global Container Shipping Company) 2Q18 Results Comment & Update
Our medium-term investment thesis is underpinned by the ability of CMA CGM to partially mitigate rising bunker fuel costs and deleverage over...
521 Views