Analyst corner: the Kerry Logistics–Sinotrans dichotomy
Seemingly chasing stock prices, for both
Standing out in the SF proposition, UBS concluded, are “multiple drivers of its time-definite parcels”, and “room for further cost efficiency gain” – a similar narrative we have heard elsewhere. Yes, with hard-rallying FedEx stateside…
(The full SF Holding note can be downloaded here while UBS’s take on Kerry is here)
Etail by air – here to stay or on a short shelf life?
HMM sees opportunities in Hapag-Lloyd’s exit from THE Alliance
How crazy is this: DSV goes hostile on Expeditors or CH Robinson?
Liners unveil Asia-Europe FAK price hikes to arrest steady rate decline
Legal battle heats up over 'unseaworthy' and 'reckless' MV Dali
Increasing scrutiny could stall rise of ecommerce platforms, as TikTok faces US ban
Another strong month for US ports as container flows continue to rise
Alex Lennane
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mobile: +44 7879 334 389
During August 2023, please contact
Alex Whiteman
email: [email protected]
Alessandro Pasetti
email: [email protected]
mobile: +44 7402 255 512
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