Supply chain radar: Pay attention to the Qantas blame game play
The irony of unintended consequences
GXO: EARNINGS ON THE WAYEXPD: ON THE RADARDHL: REVENUE AND OPERATING LEVERAGEDHL: TARGETING MARKET SHARE FROM DSV-SCHENKERDHL: SURCHARGES TRENDSDHL: SUPPLY CHAIN UNIT FOCUS DHL: EXPRESS VOLUMES DHL: DEMAND SURCHARGE DHL: 'COST OF CHANGE' DHL: 'FIT FOR GROWTH' FOCUSDHL: QUESTION TIMEDHL: CAREFUL ON INVESTMENTDHL: AIR CAPACITY AND RELATED COSTS DHL: DIVERSIFICATION RULESDHL: CONF CALL DAC: EARNINGS MISSDHL: RELIEF RALLYDSV: CONSENSUS SOUGHTKNIN: NEW MULTI-YEAR LOW
GXO: EARNINGS ON THE WAYEXPD: ON THE RADARDHL: REVENUE AND OPERATING LEVERAGEDHL: TARGETING MARKET SHARE FROM DSV-SCHENKERDHL: SURCHARGES TRENDSDHL: SUPPLY CHAIN UNIT FOCUS DHL: EXPRESS VOLUMES DHL: DEMAND SURCHARGE DHL: 'COST OF CHANGE' DHL: 'FIT FOR GROWTH' FOCUSDHL: QUESTION TIMEDHL: CAREFUL ON INVESTMENTDHL: AIR CAPACITY AND RELATED COSTS DHL: DIVERSIFICATION RULESDHL: CONF CALL DAC: EARNINGS MISSDHL: RELIEF RALLYDSV: CONSENSUS SOUGHTKNIN: NEW MULTI-YEAR LOW
So the US may be on fire right now, but it doesn’t appear to have dented investor appetite – shares of airlines rose 11.75% yesterday, according to Forbes. The move follows news from the famous Dr Fauci that a Covid vaccine may be available by year-end. Airline stocks are, naturally, still some way down on their normal trading range, but there have been ‘positive flows’ for 62 straight days. And it’s not just airlines, domestic trucking is picking up too.
If so, indicates the article, airlines could recover far quicker than the two-to-four-year forecast they have suggested. But as we are all learning very fast, the world works in mysterious ways and the shocks may just keep on coming…
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