'Kick-ass' DSV beats Kuehne to the punch
Silence on all that Schenker potential
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
A depressing article about the state of the container carrier business. And one which will chime somewhat with the experience of those in the highly fragmented air freight business. SupplyChainBrain points out that the original flush of excitement, the dream of intermodalism and the benefits of containerisation, have steadily been chipped away over the years. Now there is little left for carriers but big, slow ships, no service differentiation – and commoditisation. Only the forwarders can offer the semblance of a door-to-door service, while shipping lines, plagued with overcapacity and having pared back their business to port-to-port only, now (according to K+N’s Karl Gernandt) merely subsidise shippers “to the tune of $10bn” – not a sustainable system.
An interesting read for players in all modes of transport.
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