DSV in pain – regulatory risk weighs, 'zero upside' from Schenker buy
Gauging discount
Following the excitement of last week’s updates from DSV on its €14.3bn Schenker purchase, related funding and narrowed 2024 guidance, our focus has soon enough shifted to the Q3 24 earnings of the main actors in transport and logistics (T&L).
Reporting season opens stateside next Tuesday, 15 October, with intermodal and land services provider JB Hunt, which as usual will take the pulse of T&L investors – however, saying little about what to expect for our Magic Four: DHL, Mærsk, Kuehne ...
Volcanic disruption at Anchorage could hit transpacific airfreight operations
Macron calls for ‘suspension’ – CMA CGM's $20bn US investment in doubt
De minimis exemption on shipments from China to the US will end in May
Forwarders stay cool as US 'liberation day' tariffs threaten 'global trade war'
Shippers snap up airfreight capacity to US ahead of tariff deadline
Looming Trump tariffs will create 'a bureaucratic monster' for Customs
Mixed response in US to 'Liberation Day', while China leads wave of retaliation
Comment on this article