Analyst corner: the Kerry Logistics–Sinotrans dichotomy
Seemingly chasing stock prices, for both
Sinotrans, China’s most prominent logistics services provider quietly reported its third quarter (Q3 ’20) update this week, which almost passed unnoticed everywhere.
What nobody has missed though, are stories like these: “As Covid persists and US election nears, China growth lifts Asia“.
Behemoth
Fighting at the top of the league tables (as gauged by global freight forwarding revenues; click to expand) sourced from Transport Intelligence…
… it is in a sweet spot among the majors, boasting meaningful market share in a highly fragmented market, ...
Etail by air – here to stay or on a short shelf life?
HMM sees opportunities in Hapag-Lloyd’s exit from THE Alliance
How crazy is this: DSV goes hostile on Expeditors or CH Robinson?
Liners unveil Asia-Europe FAK price hikes to arrest steady rate decline
Legal battle heats up over 'unseaworthy' and 'reckless' MV Dali
Another strong month for US ports as container flows continue to rise
DSV chief reticent on Schenker: the focus on growing market share
Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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