Mr Joy's round-up – make your play in the Game of Logistics
Time to hit it out of the park… or cop a hospital pass
Yes, XPO is surely a sizeable target that could make sense, particularly after its plunge on the stock exchange, but CH Robinson remains cautious ? as it has always been in M&A.
In terms of firepower, it could easily add $1bn of debt to its balance sheet, pushing up its forward net leverage by around 2x, yet its conservative approach to deal-making makes it unlikely.
Meanwhile, its gross cash balances held abroad rose in 2018, as the table below shows, so capital ...
The rise and rise of China's ecommerce platforms
DSV chief reticent on Schenker: the focus on growing market share
Legal battle heats up over 'unseaworthy' and 'reckless' MV Dali
Increasing scrutiny could stall rise of ecommerce platforms, as TikTok faces US ban
MSC redeploys 'Israel-linked' box ships away from Persian Gulf
Boxes piling into Mexican ports – but then piling up
Liners add capacity to Asia-ECSA as ocean rates hit 18-month high
K+N looks past Q1 revenue drop to improved margins from restructure
Comment on this article