【TradeWinds View】若中远海运收购东方海外,达飞将从中受益(内附中英原文)

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Cosco deal for OOCL good for CMA CGM

 

Tie-up could result in better capacity management as well as other synergies for OCEAN Alliance.

 

by Dale Wainwright

 

Cosco Group’s reported interest in acquiring Orient Overseas Container Liner (OOCL)could prove beneficial for CMA CGM, according to one analyst.

 

The Chinese containership giant is reported to be in a deal worth at least $4bn to acquire its smaller Hong Kong rival.

 

While OOCL has continually denied that any such deal is in the works, its share priceis up more than 60% this year.

 

Should a transaction occur, the combined entity would become the third largestcontainer liner with 2.4mteu, outpacing CMA CGM’s 2.3mteu.

 

“The transaction could actually have a positive impact on CMA CGM as all three liners are part of the new OCEAN Alliance,” said OCBC credit analyst Nick Wong.

 

“Cosco and OOCL could potentially reap synergies, hence a stronger partner would be to CMA CGM’s benefit.

 

“Industry capacity could also be better managed, potentially supporting container shipping rates.”


中文翻译

若中远海运收购东方海外,达飞将从中受益

 

如果中远海运收购东方海外,将有利于海洋联盟更好地管理船队运力,获取最佳效益。

 

一名分析师表示,若按传闻所言,中远海运收购东方海外,那么法国达飞轮船将从中受益。

 

有报道称,中远海运将以至少40亿美元的价格收购东方海外货柜航运有限公司(以下简称东方海外货柜)。

 

虽然东方海外货柜接连否认将被收购的传闻,但今年,该公司的股价涨幅超过60%。

 

如果中远海运收购东方海外货柜,那么收购后的公司将成为全球第三大集装箱班轮公司,运力达到240万teu,高于达飞轮船的230万teu总运力。

 

华侨银行信贷分析师Nick Wong表示:“实际上,收购交易可能会对达飞轮船产生积极影响,因为三方都属于海洋联盟。”

 

 “中远海运和东方海外可能会获得最佳效益,更强大的合作伙伴对达飞有利。”

 

“船队运力也可以更好地得到管理,潜在地支持集装箱货运费率。”


来源丨TradeWinds、广州航交所综合编辑

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