Demand for warehousing expected to pick up – but facilities must be up to date
Global warehouse demand is expected to pick up at the end of the year, according ...
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
SEEKING ALPHA reports:
Goldman Sachs is increasingly bullish on Amazon (NASDAQ:AMZN) despite some weak performance since the company’s early February earnings results.
In a sweeping note covering the internet space, the bank’s analysts suggested that concerns of an AWS slowdown are overwrought while e-commerce margins look as though they will improve into 2023. As such, the team said that Amazon is “now solidly our top pick for the remainder of 2023 from current trading levels.”
The potential for a shift in the trajectory of AWS growth is seen as a key catalyst into 2023. As the team’s long-term view of cloud computing is unchanged, the anticipated pivot for the segment is seen as a potential key tailwind in coming quarters.
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