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Market Insight
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…
Analysis: Panama Canal – delving into claim and counterclaim
Donald Trump’s Panama claim rests on three assertions:
Firstly: “We built the canal, therefore it’s ours.”…
OceanX: Egypt insight; wild-west-carrier scenario; sinking rates
Just back from Egypt.
After spending some days in the more modern parts of Cairo for meetings and discussions, I…
Prologis talks data centres – you’d better listen (Part One)
You may recall the wise remarks from Prologis (PLD) CFO Tim Arndt at a Bank of America conference held in…
Victoria: queue and jam – and now call your advisor (Part Two)
In Part One, headed ‘Victoria – Shitoria‘, I provided the context for the dire financial situation the Australian…
Mr Joy: Victoria – Shitoria (Part One)
Don’t do business in the Australian state of Victoria, especially if you are a transport company.
Now
Imagine that…
Knight-Swift – any sign of the longed-for US freight inflection?
Everybody’s eager to call the ‘inflection point’ for land freight transportation in North America.
How does it look…
Analysis: Can the Gemini network do it on-time?
Last week The Loadstar Podcast hosted a fascinating interview with Hapag-Lloyd’s managing director of global…