Pre-earnings: Kuehne + Nagel, the 'most attractive near-term prospect'
Tick-tock tick-tock…
Against the odds comes in two forms: a column, on merit when warranted, and a monthly excel calculator (see below our previous coverage), which is updated each month. It challenges common sell-side wisdom in financial markets that the future often has better events in store than the past. The vast majority of consensus estimates from analysts, often modelled against a company’s guidance, are a case in point.
In a typical bearish fashion, we aim to highlight critical risks that could affect the ...
MSC Aries now bound for Iran, and crisis will be 'a catalyst for higher rates'
Urgent call for breakdown of cargo onboard as General Average declared on Dali
Iranian troops seize MSC box ship while Somali pirates net $5m ransom for bulker
Hong Kong drops out of world's top 10 busiest container ports
Flexport is 'back on track' – now it needs to start growing again
'Slow season' and ocean network stabilisation easing pressure on rates
Bottlenecks and price hikes as airlines now avoid Iran airspace
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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