World’s Biggest Container Liner Looks for Deals Outside Shipping - Bloomberg
▻https://www.bloomberg.com/news/articles/2018-02-20/world-s-biggest-container-liner-looks-for-deals-outside-shipping
The world’s largest container company will start looking for takeover targets outside the shipping industry as it tries to pre-empt a new competitive landscape in which customers are morphing into rivals.
Jakob Stausholm, A. P. Moller-Maersk A/S’s chief financial officer and head of transformation and strategy, says the company needs to expand its land-based activities to meet a growing need from clients.
“We’re currently very big in the ocean segment, and we’d rather grow in non-ocean, so it may be a good idea to look for M&A targets there,” Stausholm said in an interview Tuesday.
[…]
Now, Maersk is expanding its competitive universe to include different types of companies, including couriers like FedEx Corp. and UPS Inc., the CFO said.
“We’re not going to be direct competitors to FedEx and UPS, but we will see them as peers,” he said. “They are the global integrators in their industries and we want to become that in our industry.”
Maersk CEO Can’t Imagine Self-Sailing Box Ships in His Lifetime
The CFO declined to identify what specific parts of the land-based logistics chain Maersk may target for takeovers.
Quand les clients deviennent des concurrents, il faut songer à augmenter sa base (sans changer de métier) -> reluquer les services de messageries…
Suite logique (?) et logistique (!!) de la perception des géants du e-commerce, eux aussi dans une logique d’extension de leur emprise sur la chaîne de distribution, comme de futurs rivaux ?
▻https://seenthis.net/messages/668798
La réflexion stratégique provoque du remue-ménage dans les crânes, avant d’en générer dans le marché des fusions-acquisitions (M&A) et dans l’acheminement physique…