Conf call redux: DSV – 'the logic still applies'
A blast
Talk to investors, both on the retail and the institutional side, and the bulls still outweigh the bears. By quite some margin.
And while some of the experts wonder “Do earnings matter?” nowadays, with year-to-date “returns driven nearly 100% by multiple expansion” – meaning that forward-looking guidance upgrades are significantly more important than actual Q2 figures – others in the field mull over the divergence…
… between the weight of the Top 10 S&P 500 stocks and their actual earnings contribution to ...
DSV and K+N see margins squeezed hard in third quarter
More cargo chaos at Chittagong Port as transport operators strike
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
Freight rates on major ocean trades out of India continue to slide
Using Amazon Air services 'a win-win' for 'absolutely satisfied' K+N
Maersk expects profit hike on strong demand and Red Sea crisis
Comment on this article