Mr Joy's round-up – make your play in the Game of Logistics
Time to hit it out of the park… or cop a hospital pass
A late August 2019 UBS note has been open in my laptop dock for over six months, and every time it pops up I do wonder when the little gem subject of the Swiss broker’s coverage – New Zealand’s Mainfreight (MFT) – would strike its next bolt-on deal.
Or whether, more pertinently perhaps, it would receive attention from one of the major global logistics providers and/or private equity.
Good news for me is both scenarios do not seem far-fetched at all, although ...
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HMM sees opportunities in Hapag-Lloyd’s exit from THE Alliance
The rise and rise of China's ecommerce platforms
Legal battle heats up over 'unseaworthy' and 'reckless' MV Dali
Increasing scrutiny could stall rise of ecommerce platforms, as TikTok faces US ban
DSV chief reticent on Schenker: the focus on growing market share
Another strong month for US ports as container flows continue to rise
MSC redeploys 'Israel-linked' box ships away from Persian Gulf
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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mobile: +44 7402 255 512
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