DSV narrows earnings guidance, launches €5bn equity funding backing Schenker purchase
DSV updates the market saying that based on the preliminary earnings estimates for the first ...
There is no denying that quarterly trading updates are currently the lesser evil in logistics, as the vertical consolidation game is significantly more attractive than short-term performance.
Even more so with Kuehne + Nagel (K+N), a bellwether 3PL for all in air and ocean freight and, to some extent, road and contract logistics (CL).
Value
So let’s run a basic net present value calculation, and we immediately find that K+N may have nowhere to go value-wise from here*, although a re-pricing of risk ...
Atlantic and Gulf coast US ports close as ILA rejects last-minute offer
Box lines declare force majeure as White House defends ILA
Talks rumoured to be underway after USMX urged ILA back to the table
ILA blames 'profiteering' foreign-shipping lines for US port strike
Strike disruption begins: 'a frenzy' to come with extra demand for airfreight
Shippers scrambling for alternatives as box lines divert from closed ports
Airlines scramble to avoid Middle East airspace as missiles fly
Port strike will see 60 more ships at anchor this week and rates rising
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