Forwarders to beat carriers? What ocean and air freight normality looks like
The pros have their say
The cloudy skies have cleared when it comes to a) the integrated logistics investment horizon, and b) the best bet of all (FedEx), with hindsight.
(Well, kind of.)
And that’s one key takeaway, particularly true with regard to FedEx’s (FDX) valuation combined with a brave early October call from the sell-side’s, Bernstein.
To be sure, that had to be promoted. Because, with an average target price of $196 now, according to consensus from S&P Global Market Intelligence, there’s little left to go in ...
What next for Maersk, MSC and the other alliances?
Ocean rates ex-Asia under pressure, while PSSs return to the transatlantic
Maersk's extra insurance offer for boxes just 'another money-spinner'
Capacity control by the biggest carriers will prevent rates tumbling further
Bullish MSC continues to strengthen its fleet for life after the 2M
Comment on this article