Vertical integration – where mentality and numbers clash
Looking for answers
All the way.
Gift and lift
Another calendar quarter gleefully wrapped up yesterday, and make no mistake: Q2 22 will likely be remembered as one of the hottest ever stretches in asset-light/heavy transport and logistics (T&L).
The sector is now faced, across its multiple subsets, with a growth/earnings risk cliff of epic proportions, if certain bearish estimates are met.
Background
As we duly prepare to welcome a host of T&L firms reporting from later this month when, Stateside, trucking and intermodal player JB Hunt opens ...
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Alex Lennane
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mobile: +44 7879 334 389
During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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mobile: +44 7402 255 512
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