Comment / Supply chain radar: 'Ceva 2022' – just a mean, lean money-making machine?

Ceva Logistics could be profitable as soon as this year and churn out just under half a billion dollars in net profit in 2022, if you trust the brokers. That, at least, is “Ceva 2022”, based on the projections crafted by investment bank UBS, which has been a financial advisor to Ceva lately.

My take?

If CMA CGM guidance is right – many investors previously labelled it as opportunistic and completely out of whack with reality in a late cycle – CMA ...