RXO – deep value for some
For now…
BA: NEW LOWS ON THE RADARMAERSK: OUTPERFORMING DSV: WEEKLY UPDATE GM: AUTO WOES HERE TO STAY WMT: FULFILMENT AND MARKETPLACE APPEAL RXO: DOWN TO NEW EQUITY PRICING VALUEAMZN: UK DATA CENTRES INVESTMENTUPS: GERMAN BOLT-ON DEALAAPL: PAY YOUR DUESWTC: LOST FOR WORDS DSV: STEADY DOES ITRXO: COYOTE EQUITY FUNDING 'UPSIZED'RXO: RIGHTS ISSUEGXO: DEFENSIVEMAERSK: MSC RIVALRY INTENSIFIESWTC: REMARKABLY STRONG BA: LABOUR DEAL
BA: NEW LOWS ON THE RADARMAERSK: OUTPERFORMING DSV: WEEKLY UPDATE GM: AUTO WOES HERE TO STAY WMT: FULFILMENT AND MARKETPLACE APPEAL RXO: DOWN TO NEW EQUITY PRICING VALUEAMZN: UK DATA CENTRES INVESTMENTUPS: GERMAN BOLT-ON DEALAAPL: PAY YOUR DUESWTC: LOST FOR WORDS DSV: STEADY DOES ITRXO: COYOTE EQUITY FUNDING 'UPSIZED'RXO: RIGHTS ISSUEGXO: DEFENSIVEMAERSK: MSC RIVALRY INTENSIFIESWTC: REMARKABLY STRONG BA: LABOUR DEAL
The White House’s new rules – that employers with more than 100 staff must ensure they are all vaccinated or given weekly Covid tests – could cause greater shortages in the US trucking industry. As Craig Fuller, founder of trucking-centred FreightWaves, noted on social media: “You think the trucking capacity situation is bad now? Just wait until this vax mandate goes into effect. One large carrier suggested the number was north of 60% that are unvaxed. Large carriers are going to struggle, but the owner/op market won’t pick up the slack.”
So there could be even more supply chain chaos to come…
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