RXO – deep value for some
For now…
For months now, predictions about how the Covid-19 pandemic will affect bottom lines, cash flows and capital deployment in the logistics industry have perhaps been best described as ‘anyone’s guess’.
And even then, many companies are still not guessing, offering little guidance on how they expect 2020 to pan out.
Coming soon�
But the numbers are about to tell the story, with Q1 starting out fine and finishing with ominous alarm bells for Q2.
Yet for some, at least, Q2 may not end up ...
Foreign airlines react to sudden new US rule tightening air cargo security
'Forwarders hope DSV will win DB Schenker'
Container manufacturers tell customers they are ‘sold out’ until mid-October
Transpacific rates war breaks out as new arrivals undercut major liners
Threat of more strikes at German ports as workers reject 'inadequate' offer
Bust-to-boom-to-bust: the cyclicality of air cargo growth patterns
Strike at major Indian ports called off, but supply chain challenges remain
Transhipment boom at port of Colombo fades as the competition grows
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