Picking apart the DHL-Evri UK e-commerce deal
It’s all about scale
If anything, in the current, shakier risk-on environment for equities*, we found out today that Denmark’s AP Møller-Mærsk (APMM) doesn’t need a transformational, vertical deal** to make its shareholders proud of having their names on the shareholder register, which is increasingly a plus for anybody looking for value accretion from their holdings.
(*Bank of America Merrill Lynch September Global Fund Manager Survey: Investors continue to expect a decline in global growth expectations, while profit expectations have recently plummeted; **You may recall our previous, mildly provocative ...
Keep our news independent, by supporting The Loadstar
Volume surge and an early peak season? 'Don't celebrate too soon,' warning
Ecommerce likely the front-runner in resurge of transpacific trade after deal
China-US trade tariff pause could drive a rebound for transpacific rates
Shippers should check out the 'small print' in China-US tariff cuts
Service chaos from trade ban with India a problem for Pakistan shippers
Carriers impose 'emergency operation' surcharges on Pakistan cargo
15% rebate for box ships as Suez Canal Authority woos carriers
Comment on this article