Schenker race...Mærsk out – in the name of synergies, or the lack thereof
DSV in pole, the bulls argue
It’s that time of the year when projections and recommendations from the sell-side analysts are often confirmed; sometimes tweaked; and seldom challenged by the herd.
The recurring behaviour: see how the next few weeks go, we’ll adjust accordingly as and when more valuable elements emerge.
Head-to-head: freight forwarding corner…
We had a good dose of insight yesterday, 10 January. In a note out to investors – headed, somewhat bravely, in my view: “Smoother Sailing” – Morgan Stanley reiterated its cautious stance on growth ...
Maersk sets new chartering record with deal for $150,000 a day
Forwarders 'being squeezed' as spot and contract rates move further apart
Maersk pulls out of DB Schenker bid after identifying 'challenges' in integration
MSC and CMA CGM roll out new shuttle services as intra-Asia rates soar
Return to double-digit spot rate gains looms with new FAK hikes and surcharges
Demand for air freight 'perking up', but this puts pressure on capacity
Idle containership fleet dips to pandemic era lows as carriers hunt tonnage
US imports still rising – 'strongest performance since the pandemic'
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