BlueWater Reporting Carrier Report: APL Sale Rumors Turn to Reality
July 2, 2019
APL Sale Rumors Turn to Reality, the all new, in-depth Carrier Report from BlueWater Reporting is here!

BlueWater Reporting tracks the weekly TEU capacity of competitive direct liner services on 170 individual lanes operating globally, taking into account skipped sailings and slow steaming, and estimates the allocation of that capacity within each specific trade lane. BlueWater’s Carrier Reports are designed to help ocean carriers, non-vessel-operating common carriers, freight forwarders, shippers, ports and analysts examine and monitor carrier-specific trends in deployed capacity, fleet size, news and service updates, preferred ports, relationships with fellow carriers, and financial performance.

Earlier this summer, rumors began circulating again that Singapore-owned Temasek Holdings had been actively seeking buyers for Neptune Orient Lines, parent of liner company APL. At the time, Danish container giant Maersk Line, Hapag-Lloyd of Germany and Hong Kong-based OOCL were mentioned as potential suitors, but it turned out another European line would emerge as the frontrunner. NOL announced last week it received a preliminary purchase offer from France’s CMA CGM, the third-largest container carrier worldwide, valued at $2.4 billion including about $3 billion in outstanding debt.

The latest BlueWater Reporting Carrier Report gives readers an industry insider perspective of the potential sale of NOL to CMA CGM, the company’s recent financial performance, especially as it relates to liner operations, and an analysis of APL’s fleet and network. In addition to written commentary and analysis, the report includes pivot tables within an Excel workbook that show APL’s estimated weekly deployed capacity by trade over time, as well as current market share in each trade by weekly deployed capacity, fleet details, any recent American Shipper news articles or BlueWater Service Tracker updates, and service information including which ports are called most and with which carriers it currently cooperates.

The BlueWater Carrier Reports calculate the up-to-date vessel ship capacity of a given carrier on all direct region-to-region trade lanes. Covering all direct liner services in a carrier’s portfolio, the reports give a timely analytical assessment of weekly deployed capacity from month to month over the past 12 months and from quarter to quarter over the past 3 years, reflecting any changes in service or in the number or size of the ships deployed.

The new BlueWater Reporting Carrier Report, "APL sale rumors turn to reality," report is complementary.
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