Nice surprise – look at 'buoyant' GXO Logistics!
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Clipper Logistics might have well reached that moment in business life where it has to decide what to do when it grows up.
Of course, for a small-cap operating in a country where the daily headlines are dominated by tales of gloom and doom, a -38% performance this year on the stock exchange was not too bad. However, despite the fall, its stock does not strike me as being incredibly cheap, as you can gather from its forward trading multiples…
… and, personally, I was not ...
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
Iran may now pose a threat to multimodal supply chains via Dubai
Capture of MSC Aries will further drive up Indian export costs
Alex Lennane
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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
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