Bernstein: 'Worry on the waves' ahead of Europe's earnings season
Magic Four update
If revenues from ocean shipping have hitherto been the main financial focus for AP Møller-Mærsk (APMM) to fulfil its end-to-end container integrator strategy in supply chain, its logistics proposition definitely needs to pull its weight sooner rather than later in order to strengthen the group’s earnings power.
That’s one immediate takeaway from leading coverage in this week’s Alphaliner report, which ran comprehensive analysis on first-half operating profits (or Ebit) of nine, listed box lines that compete with emboldened market leader MSC ...
Crew abandons Chinese feeder vessel on fire in the Red Sea
Lack of freighters means a capacity crunch and limited air cargo growth
Maersk dismisses fears over capacity constraints at key Gemini port
Amazon hit with record compensation claim by China United Lines
Chinese New Year rush and threat of tariffs leaves box ports congested
Contract season in limbo as carriers eye conditions for a Red Sea return
Maersk box ship breakdown means losses for Chilean cherry exporters
Crime gangs using fake security seals to access China-to-US containers
Comment on this article