Airfreight shift as Taiwan earthquake impacts semiconductor production
The airfreight market could see a temporary shift, owing to changes in semi-conductor production, following ...
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 good article on the boom in air cargo out of Vietnam, where, apparently, Samsung is set to operate its own terminal at Hanoi’s airport towards the end of next year. The manufacturer is competing for lift with the likes of Suwon, LG Electronics and Apple supplier Wintek, as well as garment companies. The country is the “outperformer” in the region, according to Seabury, and that has led to significant competition. So much so, said an EVA Air executive, that the carriers “are like sharks. They smell blood.” Expect that to increase. NB, we think the reference to an “A320 cargo jet” in the first sentence should be an A300F.
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