Unsold GXO – Vertical integration in logistics? You must be kidding
Forget that myth
Before making sense today of Toll Group’s latest trading snapshot sourced from parent company Japan Post (JP), as well as other market chatter, let’s rewind to the numbers upon which we based our initial, fair assessment* of its financials after looking, in mid-May, at fiscal 2024 to the end of March this year (sourced from JP below)…
(*Maybe it was, maybe it wasn’t. We try to control what we can control. Read on.)
… and now, please: compare those headline sales/earnings findings ...
January strike at US east and Gulf coast ports now inevitable, say forwarders
Shippers eye alternatives as Indian port workers prepare for 'indefinite' strike
Indian air cargo really flying, powered by a booming ecommerce market
The Red Sea crisis and its impact on containership deployment
Trump tariffs on China a boost for exporters in Vietnam, Thailand and South Korea
A new trade war with US would threaten China’s 'historic' airfreight boom
Happy new year for transpac liners as shippers front-load to beat tariffs
Maersk orders 20 more dual-fuel newbuildings – on course for fleet renewal by 2030
Comment on this article