...BIG earnings miss for DHL Global Forwarding & Freight
Soggy DHL GFF – land gets the blame. Again
The ’2023 Super League Ace’ title within the DHL Group was confirmed in the first quarter (Q1 24): untouchable DHL Supply Chain enjoyed very healthy growth in the first three months of the year at Ebit level.
Moreover: Group 2024 guidance was maintained. And then forget PeP Germany, which is non-core for us…
… and, incidentally, has increasingly become non-core for the group over the past 15 years (click to expand the table below).
A lonely wolf in the portfolio in early 2024 ...
Maersk u-turn as port congestion increases across Northern Europe
Apple logistics chief Gal Dayan quits to join forwarding group
Maersk Air Cargo sees volumes fall as it aims for 'margin in favour of revenue'
Airlines slash freighter capacity post-de minimis, but 'the worst is yet to come'
Houthis tell Trump they will end attacks on Red Sea shipping
Transpac rates hold firm as capacity is diverted to Asia-Europe lanes
MSC revamps east-west network as alliance strategies on blanking vary
India-Pakistan 'tit-for-tat' cargo ban sparks sudden supply chain shocks
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