Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Focusing on Asian logistics, transportation, and travel companies

Asian Equities Analyst, Logistics & Transport

NYK Shipping Business to Improve as Demand-Supply Gap Converges

K-Line to Shrink Amidst Volatile Market Rates Prevailing in the Shipping Sector

Ocean Network Express Aims to Generate Massive Operational Synergies and Change Fortunes for 3J

Hanjin Shipping Aftermath: Which Carriers Are Most Stressed? And What's Next For The Sector?

Equity Bottom-Up

<p><em>What's the deal?</em> Japan's three largest shipping companies -- <a href="https://www.smartkarma.com/entities/12285" target="_blank" data-smartkarma-citation="entities:12285:1">Nippon Yusen Kk (9101 JP)</a>, <a href="https://www.smartkarma.com/entities/20717" target="_blank" data-smartkarma-citation="entities:20717:1">Mitsui Osk Lines Ltd (9104 JP)</a>, and <a href="https://www.smartkarma.com/entities/3548" target="_blank" data-smartkarma-citation="entities:3548:1">Kawasaki Kisen Kaisha Ltd (9107 JP)</a> -- have announced they will combine their container shipping assets, including ships, containers, and terminals. The new company, which will be Japan's only major container ship operator after the deal, expects to complete the merger by mid-2017 and will commence operations in early 2018. NYK will end up with 38% of the new venture, while…</p>

What's the deal? Japan's three largest shipping companies -- Nippon Yusen Kk (9101 JP), Mitsui Osk Lines Ltd (9104 JP), and Kawasaki Kisen Kaisha Ltd (9107 JP) -- have announced they will combine their container shipping assets, including ships, containers, and terminals. The new company, which will be Japan's only major container ship operator after the deal, expects to complete the merger by mid-2017 and will commence operations in early 2018. NYK will end up with 38% of the new venture, while…

日本の大手3社がコンテナ資産を統合へ。長期的にはプラス、当面は椅子取りゲーム