UPS, the SEC and goodwill treatment – a dangerous precedent is set
Slice and dice
On 13 June I wrote ’DSV, Mærsk, DP-DHL & Kuehne – going nowhere fast’ ahead of the second-quarter closing in transport and logistics (T&L).
Ever since, DHL Group has been the laggard, while DSV has also struggled to stay above water…
… and to match the performance of the DJTA index – herein for comparable purposes, as we also add two T&L stars from stateside – while AP Møller-Mærsk (APMM) led this hybrid T&L group ahead of Kuehne + Nagel. Throw into ...
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Loadstar Podcast | November 2024 | Trump tariffs, TIACA insights, and looming 2025 capacity crunches
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