dubai ports - prob or opportunity

  1. 897 Posts.
    lightbulb Created with Sketch. 15
    Interesting to see how this plays out

    On first glance it seems like an opportunity.

    DP will need to maximise margins to stay afloat
    A sale will remove one of the 2 bidders for a 3rd entrant into Australian Ports.
    May be smaller individual assets AIO could pick up from DP
    May be market share op given markets concern about solvency

    Thoughts????
 
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