UPS drama – a Premium back and forth on key bits and pieces
Network power
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
There’s a great article in the Seattle Times this week, looking at Amazon’s much reported, but essentially unconfirmed, ambitions in the delivery business. Noting that the e-tailer is expected to buy the remaining 75% of French delivery company Colis Privé this quarter, the report anticipates that Amazon is planning not only to deliver its own goods, but also offer capacity to rivals. There are several clues: it has got the right to buy a small stake in UK company Yodel, has acquired thousands more trucks and is, famously now, looking at leasing freighters. While such a move could threaten giants such as UPS and FedEx, there is still some way to go, but Amazon seems to be making moves in that direction.
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