Supply chain radar: Expect a Q1 21 booster for K+N, DSV, Expeditors, et al
That the fourth quarter (Q4 20) was a boon for the ocean freight trade, everybody ...
The stock of Kuehne + Nagel (K+N) continues to defy the law of gravity, but enthusiasm in financial circles may be shortlived, unless institutional investors who have bought it over the past few weeks know something we don’t.
Once again, I find myself wondering if something is brewing in Schindellegi, pictured above, where the Swiss 3PL is headquartered.
Surge
After all, its stock, changing hands at around Sfr170, is some Sfr30 – 25% or so – above what I consider to be fair ...
EJ: The forwarding metric that matters
Ti: Rhenus acquires the LOXX Group
SCMP: China trade: export surge continued in December, pushing surplus to record high
SCD: Damco is gone. Where do Maersk, forwarders and shippers go from here?
General Motors launches BrightDrop (...) to electrify/improve delivery of goods & services
PR: DP DHL significantly outperforms earnings guidance with record result
PR: XPO Logistics announces senior leadership for logistics segment spin-off
SMW: John Menzies annual revenue falls 37%; achieves operating profit in second half
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