Eurokai 2024 Shareholder Meeting & a short look at Hutchison Ports Holdings Trust
Eurokai Shareholder Meeting in Hamburg
This week I did something I didn’t do for some time: I visited an annual shareholder meeting, in this case that of Eurokai in Hamburg. The main reason was to get a better impression of Tom Eckelmann, the 6th gneration family CEO who took over last summer.
Apart from the venue (Hotel Hafen Hamburg) with great views over the harbour in Hamburg, these were my main take aways (AGM presentation in German can be found here) :
- Business in the first 5 months is doing (much) better than expected. This is the chart from the AGM showing the amount of containers:
value and opportunity 