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Market Insight
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…
Expeditors in court – another disconcerting lawsuit emerges
So it comes: another legal headache that Seattle could have done without, as far as reputational risk is concerned.…
Sorting the lemons from the lies in airfreight booking
‘Lemons ripen early’
This is the venture capitalists’ mantra: poor companies (or investments) will reveal their…
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…