Pre-earnings: Kuehne + Nagel, the 'most attractive near-term prospect'
Tick-tock tick-tock…
The art of catching a falling knife in investing, from a pure short-term trading perspective, perfectly fits the current narrative we coined on 7 September, “Logistics on a steroid comedown“, when our world shifted from “Logistics on Steroids”, the first (XPO Logistics) coverage of which was from 8 January 2020.
It’s all good, we start smelling bargain-basement prices.
Most European markets today fell between 0.3% and 0.6% in early trade, with the drop across Asia slightly more pronounced, following a session in ...
'Disastrous' DSV-Schenker merger would 'disrupt European haulage market'
New senior management for DSV as it readies for DB Schenker takeover
Volumes set to 'fall off a cliff' as US firms hit the brakes on sourcing and bookings
Asian exporters scramble for ships and boxes to beat 90-day tariff pause
Amazon pushes into LTL for small package fulfilment and UPS does a u-turn
Temporary tariff relief brings on early transpacific peak season
Pre-tariff rush of goods from US to China sees air rates soar, but not for long
Forwarders 'allowing the fox into the chicken run' by supporting 'hungry' carriers
Comment on this article
julio ugaz
September 23, 2022 at 2:50 pmIt will happen the same situation of 2015 year. Shippers and carriers will sit to negotiation actual long terms contract using cargo commitment of next year.
julio ugaz
September 23, 2022 at 2:51 pmThe Capacity offer excee the demand this year and next year.Therefore, the rate average to next year will similar of rates in this time.