M&A landscape: nothing chunky to buy, lots to break up
Inspired by the bear, threatened by the bull or vice versa?
Looking for value ahead of their respective Q1 23 earnings on 2 May and 26 April, we have Expeditors (EXPD) and CH Robinson (CHRW) on our Premium BBQ grill today.
(Happy Fridays!)
Applying the same logic we introduced with DSV – rather than scouting the M&A remedy, according to the Danish forwarder’s DNA – we look instead here for pre- and post-Covid signs that either firm could be grossly mis-priced on the stock exchange.
It doesn’t take long to spot the differences, going ...
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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