Stark reminder for all execs talking up SME exposure
The smaller, the more exposed to China
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125273855
© Ekaterina Bykova
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Dreamstime.com
If you dialled in to the RXO and GXO conference calls this week you’ll know by now that boring is beautiful but also, that one of the two spin-offs from what once was XPO Logistics is the clear winner this earnings season.
Let’s focus today on the larger entity, a pure-play contract logistics player whose stock strengthened yesterday after a call with analysts, ending the trading session atop our demo-only portfolio. The stock got little traction in pre-market on the numbers ...
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