'The Great Transport Value Play'
Where the wind blows
“Mærsk down 8%, DSV and Kuehne + Nagel down 4% – in case you have seen anything around.”
Feeling mixed vibes yesterday, Wednesday 8 June, after a rather quiet, early-trade stint, was the one line I disseminated at around 11.30 BST, internally and externally to all in the marketplace.
Frantically smoking, big market falls are always a good excuse to indulge fantasies, look for clues and sniff for the whiff of a rat but, in fairness, not of the same fat-fingers-&-flash-crashes proportion ...
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
Comment on this article