Solid interims plus insight from Prologis – Asian 3PLs, inventory & data centres
More of the same but more of the rest too
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The coronavirus pandemic has exposed the vulnerabilities of listed companies in every aspect of the supply chain, but those exposed to restricted geographies have arguably come under greater scrutiny than global operators where weaknesses in one part of the portfolio could be offset against better performing regions.
Ports investing
In the port sector this is especially true, and hence Drewry Maritime Financial Research’s 25 June assessment of Malaysian container terminal operator Westports – the main operator of the country’s leading ocean freight ...
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