How crazy is this: DSV goes hostile on Expeditors or CH Robinson?
Flying low, way too low…
Transport and logistics (T&L) is on everybody’s lips these days?
Quite casually (confirmation bias), on the day we argued that the buy-side seemed to have become more selective, Baird Equity Research (BER) released a comprehensive note on transport and logistics in which the analysts argued that, from a macroeconomic perspective, “leading indicators foreshadow weakening fundamentals”, and so the advice is to… indeed… “stay selective”. Okey dokey, folks.
And given the debacle that FedEx (FDX)* suffered overnight in after-hours trade (not totally unexpected, ...
Etail by air – here to stay or on a short shelf life?
HMM sees opportunities in Hapag-Lloyd’s exit from THE Alliance
The rise and rise of China's ecommerce platforms
Legal battle heats up over 'unseaworthy' and 'reckless' MV Dali
Increasing scrutiny could stall rise of ecommerce platforms, as TikTok faces US ban
DSV chief reticent on Schenker: the focus on growing market share
Another strong month for US ports as container flows continue to rise
MSC redeploys 'Israel-linked' box ships away from Persian Gulf
Alex Lennane
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During August 2023, please contact
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Alessandro Pasetti
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