Air cargo still flying high as capacity stays tight, but rates are slipping
It may be January, but faith in the air cargo sector continues to be high, ...
Looking for value ahead of their respective Q1 23 earnings on 2 May and 26 April, we have Expeditors (EXPD) and CH Robinson (CHRW) on our Premium BBQ grill today.
(Happy Fridays!)
Applying the same logic we introduced with DSV – rather than scouting the M&A remedy, according to the Danish forwarder’s DNA – we look instead here for pre- and post-Covid signs that either firm could be grossly mis-priced on the stock exchange.
It doesn’t take long to spot the differences, going ...
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