Conf call redux: Mærsk has a plan, folks...
Time to crack on chaps
In a timely fashion for the bears, the Rea Sea tailwinds almost forgotten, AP Møller-Mærsk (APMM) is being targeted by the equity analysts who do not believe it is worth the pain of investing at current prices.
And perhaps the boomerang effect from Vincent Clerc’s remarks on DB Schenker should not be underestimated.
Because his integrator-led strategy is severely questioned by a larger group of investors nowadays.
Both behind closed doors and in public.
It seems.
Right?
Notably, one outlier in the bull camp was credit ...
Asia-Europe ocean trades a nightmare scenario – 'unless you're a carrier'
Flexport under fire as Peloton claims 'unfair D&D fees' cost it millions
News Podcast | May 2024 | Container shipping: a riddle, wrapped in a mystery, inside an enigma
Maersk raises surcharges as Red Sea risk expands and costs mount
Heavy speculation in China’s container shipping futures as Gaza War drags on
Contract logistics the star performer for DHL, but weak rates take a toll
Maersk draws up contingency plans for rail strike in Canada
Capacity problems loom as transhipment boxes clog major West Med hubs
Comment on this article