'Forwarders hope DSV will win DB Schenker'
They say…
Oh Oh Oh XPO… here we go.
Together, yes combined again on a pro-forma basis, worth just over $124.5 a share at one point on Monday* – with GXO down 13.3%; XPO hammered, ? 9.7% – it was easy to refer to the XPO/GXO break-up (Part 1) as a highly problematic thesis to support from a value realisation perspective.
(*Leading the pack as the worst performers in my demo-only/income-growth all-in portfolio, moreover: it was a one-for-one XPO/GXP stock spin-off last summer, hence why ’1 ...
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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