'The Great Transport Value Play'
Where the wind blows
I recently dreamt of melting pots in transport and logistics (T&L). Or was I awake?
A rather eventful week – on sooooo many colourful fronts at the intersection of T&L and finance – deserves a special word or two.
Let’s start yesterday with the the most prominent highlight: KKR’s offer to take private Japan’s Hitachi Transport System (HTS) valuing the target’s entire equity capital at almost $5.7bn.
(My ex-paywall quick take for The Loadstar here.)
Which, apart from side ocean freight volumes, is mostly ...
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Bangladesh 'jam-packed' with cargo as curfew and internet restrictions continue
K+N eyes more cost-cutting after first-half profit and market share declines
'Last chance' for US importers to stock up before possible east coast port strike
New FMC regulation rules out carrier 'lame excuses' for rolling cargo
Maersk Frankfurt heads for open water as container fire subsides
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