Rumours build: the axe is swinging at Ceva Logistics
‘Leadership is about getting everyone on board’ and then…
In a timely fashion for the bears, the Rea Sea tailwinds almost forgotten, AP Møller-Mærsk (APMM) is being targeted by the equity analysts who do not believe it is worth the pain of investing at current prices.
And perhaps the boomerang effect from Vincent Clerc’s remarks on DB Schenker should not be underestimated.
Because his integrator-led strategy is severely questioned by a larger group of investors nowadays.
Both behind closed doors and in public.
It seems.
Right?
Notably, one outlier in the bull camp was credit ...
Chaos now rules the container shipping market, says Yang Ming CFO
US Logistics Solutions files for liquidation, with significant job losses
Maersk sets new chartering record with deal for $150,000 a day
Forwarders 'being squeezed' as spot and contract rates move further apart
More ships and more containers needed for 'feverish' box shipping sector
MSC and CMA CGM roll out new shuttle services as intra-Asia rates soar
Demand for air freight 'perking up', but this puts pressure on capacity
Return to double-digit spot rate gains looms with new FAK hikes and surcharges
Comment on this article