In Daniel Hellberg's recent note: ‘The Trump Call’ May See Taiwan Airlines Hurt; Short EVA Against Long Position in Evergreen Marine (link), Daniel points out that Evergreen Marine is becoming an attractive target in the rapidly consolidating container shipping sector.

This year has indeed been a year of consolidation: 

1. CMA-CGM purchase of Singapore's Neptune Orient Lines Ltd (NOL SP) 
2. Hapag-Lloyd AG (HLAG GR) buying United Arab Shipping Co (UASC)
3. Nippon Yusen KK, Mitsui O.S.K. Lines Ltd. and Kawasaki Kisen Kaisha Ltd three way merger
4. Maersk adding Hamburg Süd

In this insight, we look at the possibility of Evergreen being taken over and the potential price that might be paid for the company.

This insight is part of Smartkarma. For more follow this link.