Conf call redux: AP Møller-Maersk – time to stick your finger in the air
Avoiding the ‘not-so-pleasant place’
ID 3732683
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Every little helps.
While a key CSX executive at a Wolfe Research event held yesterday in New York talked of nearly one million loaded containers* ready to be shipped from China to the US, DIY mammoth Home Depot – a major ($375bn-market-cap) sea importer on the eastbound transpacific – shared insight on ’pull-forward’, inventory and tariffs in the call with analysts that followed the release of fiscal Q1 25 numbers for the three months ended 4 May.
(*More here under ’Trade’.)
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