Timeline essential: Watch record RXO – from strength to strength
On a roll
WMT: FOCUS ON COREUPS: STAFF CUTSGM: TOP SALESGXO: LEGAL RISKAMZN: AI-DRIVEN VALUETSLA: UP SHE GOESUPS: LOOKING FORWARDUPS: LOWERING EPS ESTIMATESEXPD: UNDER PRESSURE CHRW: JOB CUTS REPORTEDWTC: ANOTHER DEALRXO: ANOTHER RECORD DHL: JOINING THE PARTYKNIN: RIPPLE EFFECTDSV: SPIKINGMAERSK: GOODBYE SCHENKER
WMT: FOCUS ON COREUPS: STAFF CUTSGM: TOP SALESGXO: LEGAL RISKAMZN: AI-DRIVEN VALUETSLA: UP SHE GOESUPS: LOOKING FORWARDUPS: LOWERING EPS ESTIMATESEXPD: UNDER PRESSURE CHRW: JOB CUTS REPORTEDWTC: ANOTHER DEALRXO: ANOTHER RECORD DHL: JOINING THE PARTYKNIN: RIPPLE EFFECTDSV: SPIKINGMAERSK: GOODBYE SCHENKER
SEEKING ALPHA reports:
– Credit Suisse upgrades UPS (NYSE:UPS) to an Outperform rating from Neutral on what it calls a clear line of sight to high-teens EPS growth and cash flow conversion.
– Catalysts called out by CS: “(1) Domestic pricing power has tangibly shifted toward the carriers; (2) capex is likely set to begin its descent from a multi-year high, with further and potentially significant opportunities to reduce capital intensity; and (3) the company is now being led by a change agent with a proven track record of executing on cost performance, efficiency gains, capital discipline, and improved returns.”
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Maersk pulls out of DB Schenker bid after identifying 'challenges' in integration
Forwarders 'being squeezed' as spot and contract rates move further apart
Return to double-digit spot rate gains looms with new FAK hikes and surcharges
MSC and CMA CGM roll out new shuttle services as intra-Asia rates soar
Idle containership fleet dips to pandemic era lows as carriers hunt tonnage
Shipper fears resurface as Canadian rail workers renew vote for strike
Red Sea crisis dictates container fleet capacity trends
Freighter aircraft: 'we are on the cusp of major change in large widebodies'
Airlines add transpac capacity as flood of ecommerce traffic continues
Container futures trading trend suggests no end to Red Sea crisis this year
MSC to launch Europe-Asia-North America service
Kuehne + Nagel restructure – 'Paul was the one with the guts to do it'
Indian importers turning to bulkers as box line capacity falters
Former Flexport/Amazon execs launch tech start-up for forwarders
Schenker race...Mærsk out – in the name of synergies, or the lack thereof
News in Brief Podcast | Week 27 2024 | A bustling ocean freight market, acquisition and bankruptcy
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