Solid interims plus insight from Prologis – Asian 3PLs, inventory & data centres
More of the same but more of the rest too
Reading the tea leaves at least once a week is a useful exercise.
And after silently watching, sell-side research house Bernstein – in a note headed “The bottom is down here somewhere… But do we bounce off it, or roll along a bit?” – looks today at the competitive landscape, trying to figure out what could be next for transport and logistics.
The analysts deserve a pat on the back because not a single day goes by that some guru tells us ...
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DSV and K+N see margins squeezed hard in third quarter
Trump tariff threat and China downturn will make CNY 2025 'different'
Digital air cargo community systems key to unlock sustainable cargo future
Air cargo shifts capacity to where the money is as holiday season begins
Maersk expects profit hike on strong demand and Red Sea crisis
Freight rates on major ocean trades out of India continue to slide
Using Amazon Air services 'a win-win' for 'absolutely satisfied' K+N
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