Forget about Mærsk as the integrator of container logistics

Today we soft launch our “Top Analyst Question(s) Award” drawing from yesterday’s Q3 26 (YAWWWNNNN) earnings call with Mærsk, when CEO Vincent Clerc tried to explain why all units are firing on all cylinders, almost a decade after the carrier’s reorg was disclosed (our exclusive from Oct 2018 is here), aiming for deeper integration of Ocean, Logistics and Terminals business lines. HOWEVER: is the ambition to become a global integrator of ...

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