'The Great Transport Value Play'

Where the wind blows

DJTA index Keep on trucking Watch the downside 1.0

Jul 26, 2024• Comments•

DJTA index Headlines

Premium / DSV – last-minute shopping before the party

Comment: Bottom-fishing in and out

DJTA index DSV On the wires Viking Ironclad Age

Feb 1, 2023• Comments•

Premium / DSV, Mærsk, DP-DHL & Kuehne – that 'yippee ki yay' moment strikes...

Comment: Spicy hot trends

Against the odds AP Moller - Maersk CPI DJTA index DP-DHL DSV Federal Reserve Kuehne + Nagel Logistics on a steroid comedown logistics on steroids Takeover Talk

Dec 15, 2022• Comments•

Premium / Supply chain radar: Huge layoffs delivery for integrated logistics?

Comment: Now, where’s that axe…?

DJTA index DP-DHL FedEx integrated logistics layoffs Supply chain radar UPS

Oct 12, 2022• Comments•

Premium / Analysis: 'Weak' CH Robinson beats FedEx, UPS et al

Comment: Yield? Who cares…

CH Robinson DJTA index FedEx Financial footings UPS

Aug 16, 2022• Comments•

Premium / Against the odds: Expeditors – a (brief?) fall from grace

Comment: Don’t cry wolf

Against the odds cyber attack DJTA index Expeditors Financial footings

Aug 3, 2022• Comments•

COMPANY NOTICES

Premium / On the wires: DSV, Mærsk, Kuehne et al – to hell with no return ticket?

Comment: But not all is lost

DJTA index logistics on steroids On the wires Stock market reaction

Jun 9, 2022• Comments•

Premium / Against the odds: Private equity in T&L; the squeeze; survival of the fittest

Comment: Watch the signals

Against the odds DJTA index Hitachi Transport System KKR Klaus-Michael Kuehne' logistics on steroids private equity Stock market reaction VIX

Apr 29, 2022• Comments•

American Airlines up 11% in pre-market trade

…Q1 22 results out today, it said: – First-quarter revenue of $8.9 billion, representing a recovery ...

American Airlines DJTA index

Apr 21, 2022• Comments•

Premium / Supply chain radar: Hedging (Easter) hypertension

Comment: Looking for a healthy prognosis

DJTA index Dow Jones Transportation Average Supply chain radar

Apr 14, 2022• Comments•

Premium / On the wires: April Fool's selloff rewind

Comment: Moving parts

DJTA index Keep on trucking logistics on steroids On the wires

Apr 4, 2022• Comments•

Most read news

Premium / Against the odds: CH Robinson, XPO & FedEx – shaking up America Logistics?

Comment: It gets serious now

Against the odds Berkshire Hathaway BNSF Break-up CH Robinson DJTA index FedEx JB Hunt Vertical consolidation XPO Logistics

Mar 31, 2022• Comments•

Premium / Against the odds: Sway and away with Mærsk, DSV & Kuehne

Comment: Lessons learned over Sunday Sausage Red Risotto

AP Moller - Maersk DJTA index DSV Kuehne + Nagel Vertical consolidation

Mar 28, 2022• Comments•

Premium / On the wires: GXO Logistics – impressive and then some but...KISS

Comment: Delivering on promises

DJTA index GXO Logistics On the wires

Feb 16, 2022• Comments•

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Topics

DJTA index Keep on trucking Watch the downside 1.0 DSV On the wires Viking Ironclad Age Against the odds AP Moller - Maersk CPI DP-DHL Federal Reserve Kuehne + Nagel Logistics on a steroid comedown logistics on steroids Takeover Talk FedEx integrated logistics layoffs Supply chain radar UPS CH Robinson Financial footings cyber attack Expeditors Stock market reaction Hitachi Transport System KKR Klaus-Michael Kuehne' private equity VIX American Airlines Dow Jones Transportation Average Berkshire Hathaway BNSF Break-up JB Hunt Vertical consolidation XPO Logistics GXO Logistics