CMA CGM buying La Tribune is small beer in terms of the cost, but it underlines the determination to diversify away from logistics. The sums being spent so far are

CMA CGM is negotiating the €5bn purchase of Bollore’s remaining Logistics assets. CMA CGM's strategy of collecting logistics assets continues. The Bollore business will

Management comments on the 22Q3 results showed the emerging strains for container rates. There is no reason for panic yet, but 2023 will be a tough year for the industry. In Q3, despite a sequential rise in volumes, shipping revenue fell nearly 2% as

CMA CGM and Brambles (the pallet supplier) have made strong references to the shifting sands of global trade. The near-term outlook for freight companies remains strong, but

With strong cash balances CMA acquired 100% of GEFCO, an automotive logistics Company, in April. CMA CGM has received European Union competition authority’s approval and

In the last year, CMA CGM has done its best to position itself as a French industrial champion. CMA moved its tax domicile to France, froze spot rates and has now publically promised to become a shareholder in Air France as part of a deal to combine air freight operations in a 10-year exclusive commercial partnership. The freight cooperation agreement will transform

At this point in the cycle, one of CMA CGM’s challenges is finding ways to best utilize its cash pile. This morning CMA CGM confirmed that it had

Having just closed the Ingram Micro acquisition announced in December 2021 CMA CGM continues looking for new assets to expand its interests

The results from CMA CGM for the full year 2021 were always going to be good, in the end, they were as strong as we had expected. Having finished the year with

CMA CGM continues to find ways to utilize its cash with a €280m deal to acquire a last-mile B2C business in France bolstering Ceva. CMA CGM is

As it seeks to transform from a shipping company to an integrated logistics business, CMA CGM continues to invest in the

Scale is key to CEVA competing with the likes of Kuehne & Nagel (K&N) and despite a large acquisition premium, CMA CGM’s purchase of Ingram Micro’s Commerce and

The third-quarter figures were the blowout that was not difficult to forecast, although volumes fell 2.5% vs Q320. The

CMA CGM – (Aengus) Port infrastructure assets are currently in high demand from infrastructure investors and freight companies, and CMA is now

Please find our updated model here.

What goes up must come down. But when rates do come down, CMA will likely look very different. The company has ridden