Neptune Orient Lines (NOL)

[intellect]

If the Price drives below reasonable profit, it maybe a matter of time when those ship loans catches up with them.
Will we see industry consolidation. Who is in best position to ride them out ?

My guess are those big industry players like Maersk, MSC, CMA CGM, etc, etc
As for NOL, let see how the drama unfold after MISC has throw in the towel last week.