The 'enviable position' of carriers' balance sheets...
What the numbers suggest
Red hot and spicy.
It was tempting not to waste a second of Premium’s time covering Mainfreight, but in the Easter egg we found a UBS note that could be worth three minutes or so of your own time, just as the stock today broke through NZ$69 where it hadn’t been in weeks (10 February, to be precise).
Nothing special here, but Mainfreight (MFT) supporters are growing just as the Swiss broker argues in favour of a company that is “changing gears; ...
Etail by air – here to stay or on a short shelf life?
HMM sees opportunities in Hapag-Lloyd’s exit from THE Alliance
The rise and rise of China's ecommerce platforms
Increasing scrutiny could stall rise of ecommerce platforms, as TikTok faces US ban
Legal battle heats up over 'unseaworthy' and 'reckless' MV Dali
Another strong month for US ports as container flows continue to rise
DSV chief reticent on Schenker: the focus on growing market share
MSC redeploys 'Israel-linked' box ships away from Persian Gulf
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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