Snapshot: How battered railroad CSX thinks about... trucking upside into 2025
Making sense of it, just wait and see
Sunburn risk highlighted ahead of earnings season was real, with several European players in transport and logistics struggling to recoup their lost value since early July.
Spare a thought for DSV, Mærsk and DHL Group, among others. One notable exception is Kuehne + Nagel (K+N).
On 3 July as I wrote ’Value destruction on the way’: its stock stood in the low Sfr260s, while now it trades about Sfr10 higher.
Resilient.
However, it was last week on 3 August that equity strategist Stefan Meyer from ...
Freight rates will stay high next year – no respite for shippers, predicts Drewry
Carriers battle for market share as demand falls and alliance shuffle looms
Rates still slipping as peak season recedes and port strike threat subsides
A Trump presidency would put pressure on ocean rates and Asian exports
DP World buys 47,000 teu of containers to boost 'end-to-end' ambitions
Europe's logistics operators tighten security after alert by UK counter-terror services
Delhi taking the lion's share of India's new air cargo capacity
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