Pre-earnings: Kuehne + Nagel, the 'most attractive near-term prospect'
Tick-tock tick-tock…
Apex rather than Kerry Logistics makes perfect sense for its suitor, Kuehne + Nagel (K+N), taking a page out of the strategic thinking book in supply chain from several decades ago, I argued last month, just as few sizeable targets were or are up for grabs.
I still abide by that view. But after a month with my ego swinging from one private conversation to another, the combination has a slightly different flavour.
So in perfect Premium style – “own your imperfection” ...
MSC Aries now bound for Iran, and crisis will be 'a catalyst for higher rates'
Urgent call for breakdown of cargo onboard as General Average declared on Dali
Hong Kong drops out of world's top 10 busiest container ports
Iranian troops seize MSC box ship while Somali pirates net $5m ransom for bulker
Flexport is 'back on track' – now it needs to start growing again
Bottlenecks and price hikes as airlines now avoid Iran airspace
'Slow season' and ocean network stabilisation easing pressure on rates
Alex Lennane
email: [email protected]
mobile: +44 7879 334 389
During August 2023, please contact
Alex Whiteman
email: [email protected]
Alessandro Pasetti
email: [email protected]
mobile: +44 7402 255 512
Comment on this article