Hapag-Lloyd bullish on bookings and reliability as Gemini launch nears
Hapag-Lloyd is beating a positive drum for 2025 and the introduction of the Gemini Cooperation ...
DHL: SHINING ON WEAKNESSKNIN: ENOUGH DAMAGE DONE NOWLINE: BOUNCING BACKMAERSK: LOOKING AHEADUPS: UPGRADE AHEAD OF EARNINGSAMZN: BETTING ODDSJBHT: EARNINGS MISSJBHT: EARNINGS SEASON IS HEREDHL: BOTTOM FISHINGDSV: DOWNKNIN: NEW MULTI-YEAR LOW TGT: YIELD RETURNPLD: REBOUND MATTERSAMZN: MULTI-BILLION LONG-TERM MEXICO INVESTMENTDSV: WEAKENING TO TWO-MONTH LOWSKNIN: ANOTHER LOW
DHL: SHINING ON WEAKNESSKNIN: ENOUGH DAMAGE DONE NOWLINE: BOUNCING BACKMAERSK: LOOKING AHEADUPS: UPGRADE AHEAD OF EARNINGSAMZN: BETTING ODDSJBHT: EARNINGS MISSJBHT: EARNINGS SEASON IS HEREDHL: BOTTOM FISHINGDSV: DOWNKNIN: NEW MULTI-YEAR LOW TGT: YIELD RETURNPLD: REBOUND MATTERSAMZN: MULTI-BILLION LONG-TERM MEXICO INVESTMENTDSV: WEAKENING TO TWO-MONTH LOWSKNIN: ANOTHER LOW
Interesting market analysis from the CCO of Maersk, Vincent Clerc. He argues that it is at a normal cyclical low point, no different from any other. And that the means to solve it is the same as in the past: carrier collaboration. But he also makes the point that it will take time to “crystalise” the economies of scale, and that with the new shape of alliances, carriers will need to re-think their networks amid “fluctuating reliability” for a while. Worth a read.
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