OceanX: LatAm boom & gossip; MSC's rising logistics star; Trump-led blank sailings
Strictly on the QT!
It’s a hard time to lead a listed pioneer in warehouse outsourcing nowadays. Fear, lack of confidence, and worst-case scenarios all prevail over a rational assessment of a business’s prospects in the capital markets.
Changing hands at 64.5% below records, and just over a year since it was floated, GXO Logistics, the XPO Logistics spin-off, is never cheap enough, underperforming the Nasdaq 100 by about 27 percentage points year-to-date. Although at Premium, we have had it in the “value basket” since ...
European port congestion now at five-to-six days, and getting worse
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