Transport Sector, China and Asia-focused Research

Charles De Trenck

Thematic (Sector/Industry)

United states Industrials / Thematic (Sector/Industry)

<p>Our theme has been to expect some mergers in container equipment and transport equipment owners. NOL and Chinese carriers are also exploring options, as discussed in last few months. But today we have a live deal between Triton and TAL Int'l Group which will create the largest container lessor through a "merger of equals". Let's review a few more points and issues.</p>

Our theme has been to expect some mergers in container equipment and transport equipment owners. NOL and Chinese carriers are also exploring options, as discussed in last few months. But today we have a live deal between Triton and TAL Int'l Group which will create the largest container lessor through a "merger of equals". Let's review a few more points and issues.

Spirit Aerosystems Holdings, Inc (SPR US)

Container Equipment Mergers Here: TAL Int'l to Merge with Triton

United States Industrials

Container Equipment Mergers Here: TAL Int'l to Merge with Triton