Comment / Analyst corner: the Kerry Logistics–Sinotrans dichotomy

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As we prepare to welcome the Q1 24 results of Kuehne + Nagel and DSV in the next 48 hours, there remains plenty of interest in developments at other asset-light actors, how they are faring and what to expect next, in order to determine whether the downturn’s financial impact is evenly spread across freight forwarding.

It’s also the time for a few analysts to update their mid-term forecasts, after a week in which transport and logistics in the US had some ...