RXO – deep value for some
For now…
AMZN: APPEAL UPDATEDSV: PRESSURE BUILDS AAPL: OPENAI FUNDING INTERESTCHRW: ANOTHER INSIDER CASHES INHLAG: GRI DISCLOSUREMAERSK: HOVERING AROUND FOUR-MONTH LOWSTSLA: CHINA COMPETITIONDHL: BOLT-ON DEAL TALKAMZN: NEW ZEALAND PROJECTDHL: SURCHARGE RISKKNIN: LEGAL RISKF: 'DEI' HURDLESPLD: RATING UPDATEXOM: DISPOSALS
AMZN: APPEAL UPDATEDSV: PRESSURE BUILDS AAPL: OPENAI FUNDING INTERESTCHRW: ANOTHER INSIDER CASHES INHLAG: GRI DISCLOSUREMAERSK: HOVERING AROUND FOUR-MONTH LOWSTSLA: CHINA COMPETITIONDHL: BOLT-ON DEAL TALKAMZN: NEW ZEALAND PROJECTDHL: SURCHARGE RISKKNIN: LEGAL RISKF: 'DEI' HURDLESPLD: RATING UPDATEXOM: DISPOSALS
Based on an interview with Sebastiaan Scholte, the highly articulate managing director of Jan de Rijk, for whom road feeder services to the air cargo industry represents about 40% of his business, growing handling problems at Europe’s largest airports are beginning to hit hauliers’ bottom lines. Schiphol, Charles de Gaulle, Frankfurt and Heathrow all present problems, particularly at peak times.
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
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