FedEx-CMA CGM deal hints at new battle for air cargo capacity
When CMA CGM announced its $1.4bn acquisition of FedEx Supply Chain, most attention focused on the contract logistics business ...
… right to be in the bull camp*, at last!
(*For more “colour” on that side of things, please read our previous ’FedEx (+9.5%) greatness’ from two weeks ago)
Let’s sum up the various achievements, plans and objectives that top the agenda of Memphis, with FedEx having delivered on its promises ever since the pandemic faded away.
Oh, one key message on how to think about it now is: there are no sacred cows in the portfolio, while A LOT is happening behind ...
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