There have been casualties on the stock market in the past week as we expected since briefly touching upon “logistics on steroids” on 8 January and afterwards – click here, here, here and here – only a few days before the coronavirus scare emerged and the initial reports highlighted a “grave situation” out of China.

But if you think the latest retracement – my 2020 Black Monday coverage here – was enough to punish several logistics stocks on our radar, well, think again: a cautious approach seems ...

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