EXCLUSIVE: Another top (ex-Schenker) casualty at DSV
Stronger together but only where’s needed
HLAG: EUROGATE DEALAAPL: SUPPLY CHAIN HURDLESVW: DECISION TIME VW: UPDATE XOM: EARNING GROWTHWTC: REBOUND ON WEAKNESSCHRW: BENCHMARKINGDHL: UPGRADEDEXPD: QUOTE OF THE WEEKVW: MASSIVE JOB CUTSFDXF: FIRST TRADING UPDATE EXPD: MORE BULLISH THAN BEARISHFWRD: HUNTING FOR VALUEFDX: CAPITAL STRUCTURE ADJUSTMENT
HLAG: EUROGATE DEALAAPL: SUPPLY CHAIN HURDLESVW: DECISION TIME VW: UPDATE XOM: EARNING GROWTHWTC: REBOUND ON WEAKNESSCHRW: BENCHMARKINGDHL: UPGRADEDEXPD: QUOTE OF THE WEEKVW: MASSIVE JOB CUTSFDXF: FIRST TRADING UPDATE EXPD: MORE BULLISH THAN BEARISHFWRD: HUNTING FOR VALUEFDX: CAPITAL STRUCTURE ADJUSTMENT
Earnings season is in full swing, and the numbers are telling a story. This week on News in Brief, The Loadstar team breaks down Maersk’s fourth quarter and DSV’s Schenker-fuelled growth, plus the job cuts across both companies.
Alex Lennane also includes a tech comment on DSV’s earnings call, which quietly rattled the freight forwarding world.
The episode also tracks falling ocean rates, firmer air freight prices, rising European road contracts, and fresh questions over when ships will really return to Suez.
Add in Panama port drama, looming parcel fees, Chinese New Year pressures, and a hint of Manifest gossip, and you’ve got a lot to catch up on.
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