Mr Joy's round-up – make your play in the Game of Logistics
Time to hit it out of the park… or cop a hospital pass
Shameless bragging rights. It was a month ago when, in the wake of a new record in the $61-a-share area*, we wrote: “No speed limit for XPO, the 2023 leader“.
That was quite brave.
(*Look now, its value-accretive story adjusted for various spin-offs to derive XPO trends from the old XPO Logistics, is shown in the table below. Notably, with XPO + RXO + GXO pro-forma at $156 on an aggregate basis, we are also about three bucks a share above record XPO Logistics pre-break-up.)
Ever since 10 ...
'I'm scared', says Boeing whistleblower, after two others suffer mysterious deaths
Shipper frustration as spot rates rise alongside demand, and cargo is rolled
Indian trade disrupted as port congestion forces liner services to skip calls
Maersk raises surcharges as Red Sea risk expands and costs mount
Heavy speculation in China’s container shipping futures as Gaza War drags on
Rail strike looming in Canada: it will come 'at the worst possible time'
Flexport's newly liveried aircraft ready as business looks up
Q1 'better than expected' for Maersk – but 'there's more pressure to come'
Comment on this article