CMA-CGM Raises Typhoon Flag, May Be More Exposed Than Most — Panjiva


CMA-CGM Raises Typhoon Flag, May Be More Exposed Than Most

China 1758 Corp - Ports 661 Corp - Shipping 608 Mode - Containerized 1005 Mode - Seaborne 1273 Theme - Disasters 60 U.S. 3297

CMA-CGM has flagged the risks to container-line services from a series of typhoons expected to hit the Chinese coast shortly. Such weather conditions are typical for the August/September period and can have significantly disruptive effects. CMA-CGM may be particularly at risk given the recent rapid growth in traffic – 6% in the past three months on a year earlier and 21% in the prior three quarters – and the importance of its high speed (and so less fault-tolerant) Eagle Go service. In common with most other container-lines CMA-CGM is most exposed to route pairs including Yantian (28% of...

PANJIVA RESEARCH is a service provided by Panjiva, Inc. ("Panjiva") to relevant global subscribers, and are deemed to be Panjiva "Services" subject to the Panjiva Terms & Conditions of Use. Information contained within or made available via the Services is for informational purposes only and nothing in the Services shall constitute or be construed as an offering of financial instruments, or as investment advice or recommendations by Panjiva, Inc. or its affiliates of an investment strategy or whether to "buy", "sell" or "hold" an investment. The Services may include views and commentary about customers of Panjiva. No aspect of the Services is based on consideration of your individual circumstances, and you should determine on your own whether you agree with the information contained within or made available via the Services. Employees involved in Panjiva Research may hold positions in securities analyzed or discussed in the Services. Panjiva does not make any express or implied warranties, representations, endorsements or conditions with respect to the Services and the information contained within or made available via the Services, including without limitation, warranties as to the usefulness, completeness, accuracy, currentness, reliability or sufficiency of any information (including, without limitation, conclusions, statements, opinions, estimates, forecasts or projections of any kind) and expressly disclaims any implied warranties. Neither this disclaimer nor any of its contents may be forwarded or redistributed without the prior written consent of Panjiva. © 2019 Panjiva, Inc. All Rights Reserved.