一个是私人家族企业,高居全球第二大航运公司,却从来没有上市没公开过一份财报,更是从创立以来从来没有让外人(家族成员以外的人)担任过集团CEO!
一个是行业巨无霸,雄踞全球第一大集装箱班轮公司几十年,其本身的发家成长就是一部收购史(从收购Sealand收购P&O到收购汉堡南美),近年更是丢弃所有非核心业务专注集装箱班轮主业!
当一个航运进入低谷,十年多没有大起色的时候,任何事情都有可能发生!!
如果你怀疑,你就输了!
就像你打死不相信 全球第七大船公司韩进竟然会倒闭一样!
就像你打死不相信 从来没有家族以外的人能够进入 MSC的董事会,竟然急不可待地力邀一个“死敌”的老臣过来担任CEO一样!!
就像你打死不相信 一个为马士基工作25年的老臣,仅仅离职一周,就可以不受同业禁止协议的约束,跑到禁止对手那边担任掌门人一样!
也可能就像你打死不相信的这个大胆预测--Maersk已在为收购MSC布局 一样!
但是,请注意,以上四分之三的“打死不相信”都已经是事实了!!
MSC confirms Søren Toft as new CEO
原马士基首席运营官Soren Toft将担任MSC新CEO
官方公告正文:
MSC Mediterranean Shipping Company, a global leader in transportation and logistics, is pleased to announce that Soren Toft will join as Chief Executive Officer.
As the world of shipping continues to evolve through great challenges such as digitalisation and the environmental goals set by the UN International Maritime Organization (IMO), container carriers and their customers face a range of exciting tests and opportunities.
MSC is delighted that Mr Toft will be supporting the Aponte family at the helm to ensure that the company remains a global leader in the years to come. He will report directly to Diego Aponte, Group President, and Gianluigi Aponte, founder and Group Chairman.
Mr Toft comes with an impressive career background and pedigree in the industry, having worked at Maersk for the past 25 years, specifically as Maersk Line’s Chief Operating Officer since 2014. MSC is confident that this appointment will bring significant value to its cargo businesses, building on the company’s existing strengths and boosting its development plans even further.
Mr Toft will be relocating to Geneva with his wife and family and his start date will be communicated in due course.
当马士基三军用命死守主业(集装箱班轮业务)时,当来自中国的COSCO,和来自法国的CMA喋喋不休并购、造大船,以及玩命的的追赶时,急需摆脱这些纠缠的马士基,收购同样来自欧洲(要知道马士基此前最重要的收购都是在欧洲,比如P&O,汉堡南美)的MSC, 似乎是唯一,最佳,无他的上上之选!!
全球知名的咨询巨头麦肯锡,去年就已经指出: 未来或将只会有3-4家集装箱海运企业!
在几轮运力过剩和合并收购之后,未来或将只会有3-4家集装箱海运企业!
▲ 麦肯锡对航运业未来的判断!
当所有的百思不得其解喧嚣尘上之时。
你,相信马士基已在为收购MSC提前布局吗?


