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
XPO’s numbers in Q1 can be explained simply: the 3PL is buying back stock as fast as it can to prop up earnings per share, but despite that, it missed my estimates yesterday.
That said, Bradley Jacobs is a genius.
Make it illegal
“You almost hope buybacks were illegal,” said one US-based trader who closed his short position earlier last month. He pointed me to a Zero Hedge story doing the rounds since mid-April, which reminds us that “buybacks were illegal throughout most of ...
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
DSV chief reticent on Schenker: the focus on growing market share
Another strong month for US ports as container flows continue to rise
MSC redeploys 'Israel-linked' box ships away from Persian Gulf
Alex Lennane
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During August 2023, please contact
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Alessandro Pasetti
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