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AP Møller-Maersk – fully equipped to burn $250m monthly
“What stands out in 2024, is the strength with which we finished the year, we had strong growth across all our…
‘Kuehne + Nagel must poach rivals’ key staff’
Powerful Kuehne + Nagel (K+N) should look at its inner self to get out of its misery. That’s been a recurring theme…
Tariff exposure round-up – Fedex, UPS, CH Robinson & Expeditors
Analyst corner, snapshot: a few aspects to think about in a world where tariffs are promised and could badly affect…
Do the alliance (re)shuffle – pricing vs schedules
As the new alliance system beds in over the course of the next few weeks, shippers are facing a larger number of…
DSV drags down Kuehne as Schenker ‘update’ saves the day
Q4 and full-year 2024 numbers for DSV were always meant to be a classic ‘non-event’. Until they weren’t. And then…
OceanX: Tradewar 2.0 begins; ONE beats Hapag in Q4; earnings season pain
Tradewar 2.0 has started: “Tariffs are a powerful, proven source of leverage for protecting the national interest.”…
UPS Supply Chain Solutions: a target for Maersk, DHL or Kuehne?
Q4/full-year 2024 UPS numbers: a lengthy conference call running for well over one hour, including 30 minutes of…
Conf call redux: CH Robinson – ‘controlling what we can control and what we can’t’
Fourth-quarter results at US road transport operator and freight forwarder CH Robinson beat analysts’ profit…
DHL Global Forwarding – ‘hungry for more’…cash!
The best performer so far this year on the stock market – more here and here – against its ‘peer group’ in Europe’s…
Bernstein: ‘Worry on the waves’ ahead of Europe’s earnings season
After last week’s ‘Farewell to arms?‘ note to investors, Bernstein analysts today, 28 January, updated the market…