DSV 'slices the baloney pretty thin' in Cuba case – but wins first round
Your Honor…
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
It didn’t take long. President Obama’s decision to re-instate diplomatic relations with Cuba has triggered a host of US companies to eye the new market. The trick will be to ensure that the products offered will benefit Cuba’s own domestic production or help it develop its resources. Which means Caterpillar: good, McDonald’s: bad. (And Apple: probably too expensive.) Interestingly, for the pharma logistics industry, Cuba has a “surprisingly robust” biotechnology industry – with vaccines not currently available in the US. Cuba also has one of the largest deposits of nickel in the world – so expect mining equipment manufacturers to move in. The race is on.
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