Hapag-Lloyd: a 'pretty good first quarter' – but trend for 2025 'pretty uncertain'
As it presented its first-quarter financial results today, Hapag-Lloyd cautioned that any cargo surge following ...
AAPL: SUPPLY CHAIN BETDHL: NEW PARTNERJBHT: HAVING FUN TO WIN ACROSS THE BOARD JBHT: 'BEING PREPARED FOR THE NEXT UPTICK IN DEMAND' JBHT: BUYBACKS UPDATEJBHT: PEAK SEASON JBHT: PARING SOME LOSSESJBHT: RISING COSTS HERE TO STAY JBHT: EQUIPMENT UTILISATION RISK JBHT: NO STONE LEFT UNTURNED JBHT: COST SAVINGS ON THE AGENDAJBHT: QUESTION TIMEJBHT: RESILIENT INTERMODAL OPERATIONSJBHT: ADDED COMPLEXITY JBHT: 'CHALLENGING AND UNPREDICTABLE ENVIRONMENT'JBHT: CONF CALL STARTSJBHT: CONF CALL JBHT: INFLATIONARY COST BASE
AAPL: SUPPLY CHAIN BETDHL: NEW PARTNERJBHT: HAVING FUN TO WIN ACROSS THE BOARD JBHT: 'BEING PREPARED FOR THE NEXT UPTICK IN DEMAND' JBHT: BUYBACKS UPDATEJBHT: PEAK SEASON JBHT: PARING SOME LOSSESJBHT: RISING COSTS HERE TO STAY JBHT: EQUIPMENT UTILISATION RISK JBHT: NO STONE LEFT UNTURNED JBHT: COST SAVINGS ON THE AGENDAJBHT: QUESTION TIMEJBHT: RESILIENT INTERMODAL OPERATIONSJBHT: ADDED COMPLEXITY JBHT: 'CHALLENGING AND UNPREDICTABLE ENVIRONMENT'JBHT: CONF CALL STARTSJBHT: CONF CALL JBHT: INFLATIONARY COST BASE
A fascinating op-ed from Singapore’s Straits Times, looking at the strategic options for the mighty Chinese e-commerce platform Alibaba following its listing on the Hong Kong Stock Exchange. The IPO is expected to raise an astonishing US$43bn for the company – of the world’s largest non-financial corporations, only Apple has more cash on its books. However, the writer asks whether this is a gift or a curse? “Then you realise that management literally has more money than it knows what to do with. Chief executive officer Daniel Zhang and Maggie Wu, the chief financial officer, have three choices: do nothing, just sit on that cash in a low-interest-rate world; spend it on acquisitions and marketing, [although] historically, this has depressed margins; give it back [through] dividends, maybe, but more likely, buybacks.”
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