Conf call redux: Turning Schenker into DSV
Managing expectations
Uh-oh. Ah. Eh?
Hurrah!
Just in case you have missed the latest.
With transport and logistics (T&L) having frantically ’enjoyed’ fewer ups than downs since last autumn, due to shaky financial markets, deal-making is back on the menu, it seems.
Finally?
Indeed, taking and/or trying to take over listed assets that, in most cases, struggle to keep up with previous records on the public markets is, yippeeeeeee, very much in vogue.
And the Japanese and private equity lead the pack, defensively and conveniently looking to move ...
Maersk u-turn as port congestion increases across Northern Europe
Apple logistics chief Gal Dayan quits to join forwarding group
Maersk Air Cargo sees volumes fall as it aims for 'margin in favour of revenue'
Airlines slash freighter capacity post-de minimis, but 'the worst is yet to come'
Houthis tell Trump they will end attacks on Red Sea shipping
Transpac rates hold firm as capacity is diverted to Asia-Europe lanes
MSC revamps east-west network as alliance strategies on blanking vary
India-Pakistan 'tit-for-tat' cargo ban sparks sudden supply chain shocks
Containership charter market feels the ripples from trade tensions
Container spot rates diverge: to Europe still falling, but firmer to the US
Hapag-Lloyd won't take bookings if port congestion leaves cargo stranded
Changing shipment origin won't wash: US CBP turns away whole truckloads
Airfreight players eye new routes as demand on the transpacific nosedives
Expeditors reports healthy growth in a 'frenzied landscape of tariffs'
Indian coastal freight attracts major carriers, but regional tension disrupts
Serious threat to jobs in US logistics as tariffs cause economic 'stagflation'
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