Prologis – 'Water is building behind the dam'
…when will it break?
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADE
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADE
Interesting op-ed in today’s Splash247 from Tata Consultancy Services’ Anil Sharma, who argues that liner shipping can soon expect to feel the sort of disruptive forces that have utterly re-shaped the retail and taxi industries, amongst a host of others. “The ship’s valuation is dirt cheap, the technology platforms of e-retailers is already robust enough to integrate the intricacies of liner shipping and the war chest of cash and valuation is on the side of these new gurus of the connected world, it is just a matter of time.”
Comment on this article