Browsing Category
Market Insight
Conf call redux: GXO Logistics hammered – yet the song remains the same
GXO shares were looking distinctly trashed on the morning-after-the-evening-before’s earnings release, given that…
XPO – makeover appeal…
A couple of years after wondering if (then-$33-a-share) XPO could ever surpass $100/share, or even reach $150, as…
‘Damage, no damage’
Seen it all before?
Well, yes!
Where?
Hold on a sec.
Yesterday’s economic data out of America was a healthy…
Shopify shuns ‘logistics’ – Flexport losses narrow in another forgettable year
Shopify’s (SHOP) rather anaemic trading update released this week was certainly a ‘non-event’ for Mr Market, at…
Ryder System – don’t mention the ‘I’ word
Super star Ryder System delivered yet another solid trading update yesterday, 12 February, ahead of trade,…
Undervalued ID Logistics? More likely the diner than dinner
“We initiate on French-listed pure-play contract logistics specialist ID Logistics, one of the few listed globally…
US land transportation – shippers in charge for longer
All chief land transportation actors in America are eagerly looking for… a much-needed US freight ‘inflection’.
And…
Canning capacity as ecommerce bubble breaks
Far be it from a Premium writer to say ‘I told you so’ – but the ecommerce bubble, which has been in danger of…
OceanX: Another episode of ‘Big Blue’s Integrator Dream’…and more
Container Trades Statistics (CTS) data for December have been released – it’s confirmed that the container shipping…
Conf call redux: AP Møller-Maersk’s recipe for success? It’s Gemini, stupid!
Yesterday, Maersk said 2024 was the third-best year in its history – bested only by 2021 and 2022 but c’mon, do we…