ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S.

Thanks Behappy and other VBs for all the useful updates

My humble contribution: The 3 Japanese Container shippers will merge into one by next April.
https://www.joc.com/maritime-news/contai...70313.html

Thereafter 90% of pacific containers will be handled by top10, which will also handle 3/4 of global containers, and also part of 3 consortiums.
https://www.flexport.com/blog/what-are-ocean-alliances/

not sure about you.

I am already heavily into "THE" alliances.

I'm monitoring "OCEAN" alliances daily since last week.


I'm in the verge of ploughing into "OCEAN" alliances that I realised that the meat is in HK.
SG seems like a sucker.

With your input, let me dip in my toes tomorrow.

Great job!

carrier-rate-truce-crumbling-alphaliner
http://splash247.com/carrier-rate-truce-...lphaliner/

CMA CGM sees further profit rise in H2 on improving shipping sector
http://www.hellenicshippingnews.com/cma-...ng-sector/

alphaliner-new-boxships-to-be-energy-efficient-but-supply-overhang-to-stay
https://shipandbunker.com/news/world/487...ng-to-stay

Sounds like the shipping industry is consolidating well, are we seeing a bottom to this cycle yet? How many of the 7 year low part of the cycle to go?

Sent from my SM-T800 using Tapatalk

Turning Around Yet? How Far To Go?
https://sin.clarksons.net/features/details/49720

shippers-carriers-debate-benefits-consolidation-tpm-asia
http://splash247.com/shippers-carriers-d...-tpm-asia/

unctad-flags-oligopoly-concerns-amid-unprecedented-container-shipping-consolidation
http://splash247.com/unctad-flags-oligop...olidation/

containership-orderbook-not-just-a-one-horse-race
http://www.hellenicshippingnews.com/cont...orse-race/