Pre-earnings: Kuehne + Nagel, the 'most attractive near-term prospect'
Tick-tock tick-tock…
The art of catching a falling knife in investing, from a pure short-term trading perspective, perfectly fits the current narrative we coined on 7 September, “Logistics on a steroid comedown“, when our world shifted from “Logistics on Steroids”, the first (XPO Logistics) coverage of which was from 8 January 2020.
It’s all good, we start smelling bargain-basement prices.
Most European markets today fell between 0.3% and 0.6% in early trade, with the drop across Asia slightly more pronounced, following a session in ...
Outlook for container shipping 'more uncertain now than at the onset of Covid'
Transpac container service closures mount
Shippers warned: don't under-value US exports to avoid tariffs – 'CBP will catch you'
Cancelled voyages take the sting out of spot rate declines this week
New Houthi warning to shipping as rebel group targets specific companies
Blanked sailings in response to falling demand 'just a stop-gap solution'
K+N CEO unveils impact of US import tariffs on China-origin goods
CMA CGM to reflag box ship as the French carrier eyes growing Indian market
UK pauses tariffs on 'everyday' items
Boeing looks to resell up to 50 aircraft rejected by Chinese buyers
'Strong start' to 2025, despite market uncertainty, says Kuehne + Nagel
More pressure on transpacific rates as carriers bet on a China-US trade deal
US Customs chaos means 'more downside risk than upside potential' for air cargo
Taiwan ministries act to mitigate effect of trade war on agriculture exports
Wan Hai joins box shipping 'arms race', but avoids Chinese yards for newbuilds
Comment on this article
julio ugaz
September 23, 2022 at 2:50 pmIt will happen the same situation of 2015 year. Shippers and carriers will sit to negotiation actual long terms contract using cargo commitment of next year.
julio ugaz
September 23, 2022 at 2:51 pmThe Capacity offer excee the demand this year and next year.Therefore, the rate average to next year will similar of rates in this time.