Analysis: The DHL bull thesis in a bear market for air/sea yields
The inner beauty
AAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATES PPLD: TRADING UPDATEBA: TRUMP TRADEAAPL: SUPPLY CHAIN BETDHL: NEW PARTNERJBHT: HAVING FUN TO WIN ACROSS THE BOARD JBHT: 'BEING PREPARED FOR THE NEXT UPTICK IN DEMAND' JBHT: BUYBACKS UPDATEJBHT: PEAK SEASON JBHT: PARING SOME LOSSES
AAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATES PPLD: TRADING UPDATEBA: TRUMP TRADEAAPL: SUPPLY CHAIN BETDHL: NEW PARTNERJBHT: HAVING FUN TO WIN ACROSS THE BOARD JBHT: 'BEING PREPARED FOR THE NEXT UPTICK IN DEMAND' JBHT: BUYBACKS UPDATEJBHT: PEAK SEASON JBHT: PARING SOME LOSSES
Confused by how index-linked contracts work? You are not alone. In response, UK maritime and supply chain research and consultancy group Drewry have released a white paper giving the lowdown on all things related to index-linked contracts – different models and the different variants that can be applied to them: floors, ceilings, dampener and triggers, to name but a few. The link takes you to a sign-in and register page, but once you’ve put your details in the paper is free to download. Recommended.
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