T&L stateside: bargain basement hunting back in vogue

Some to like, some to dislike

Analyst corner JB Hunt sell-side analysts UPS

Jun 3, 2024• Comments•

sell-side analysts Headlines

Premium / Analyst corner – in a safe pair of hands with Mainfreight?

Comment: Let’s give it a go

Analyst corner Mainfreight sell-side analysts

May 30, 2024• Comments•

Premium / Analyst corner: 'Looking for nearshoring, finding a mirage'

Comment: The other side of the narrative

Analyst corner China sell-side analysts Supply chain radar The near-shoring shift

May 14, 2024• Comments•

Premium / Analyst corner: the Kerry Logistics–Sinotrans dichotomy

Comment: Seemingly chasing stock prices, for both

Analyst corner Kerry Logistics sell-side analysts Sinotrans

Apr 22, 2024• Comments•

Premium / On the wires: The bullish view – full upside for APMM & Vopak

Comment: “Maersk is set to benefit from a pick-up in scrubber retrofits and easing trade tensions, ...

AP Moller - Maersk IBM On the wires Royal Vopak sell-side analysts TradeLens

Oct 21, 2019• Comments•

Premium / On the wires: Does bruised and battered Sinotrans deserve to be dirt cheap?

Comment: “Sinotrans has unlocked some value over the past few years, but significant assets are still ...

On the wires sell-side analysts Sinotrans Trade wars

Oct 21, 2019• Comments•

COMPANY NOTICES

SA: BAML warns on FedEx

Seeking Alpha reports: “Bank of America Merrill Lynch drops FedEx (NYSE:FDX) to a Neutral rating after ...

FedEx sell-side analysts

Dec 10, 2018• Comments•

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Topics

Analyst corner JB Hunt sell-side analysts UPS Mainfreight China Supply chain radar The near-shoring shift Kerry Logistics Sinotrans AP Moller - Maersk IBM On the wires Royal Vopak TradeLens Trade wars FedEx