Against the odds

Against the odds: Wayfair art thou, Romeo?

Online retailer Wayfair (W) from Boston’s Back Bay, ’the Amazon of all things furniture’ went public in 2014 attracting a valuation of $3bn. Attacking the $840bn home goods market, destined to grow to some $1.2trn by 2030, according to the company’s projections…
… co-founders Niraj Shah (CEO) and Steve Conine (both pictured below) have focused on gaining market share ever since 2002, when it was founded.
Now worth $15.6bn with its stock bouncing …

The post Against the odds: Wayfair art thou,...

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Against the odds: How cool – DSV a Nasdaq proxy, Mærsk mimics Treasury yields

We need hard, incremental evidence to draw a necessary line between causation and correlation regarding what is to follow in today’s musings – the two can exist at the same time of course, but while causation explicitly denotes a relationship whereby one event is the cause of another; correlation simply implies there is a relationship between two events, and the actual dynamic of that requires further investigation.
And this week’s action …

The post Against the odds: How cool – DSV a Nasdaq...

https://theloadstar.com/against-the-odds-how-cool-dsv-a-nasdaq-proxy-maersk-mimics-treasury-yields/

Against the odds: Bolloré Logistics – what happens to the rump after MSC takes its African bite

Those familiar with Bolloré affairs would understand that the way the French group has so far played the possible sale of its African logistics business, aka ‘BAL‘, has been flawless.
“Bolloré Group doesn’t comment on rumours in the press regarding its transportation and logistics [T&L] activities,” it said on 15 October when the first domestic reports and speculation emerged.
Without clearly identifying which T&L activities, in fact, may be the subject of …

The post Against the odds: Bolloré...

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Against the odds: Risky business

As we commence the new year, the stark realisation is that supply chain professionals are going to have to become very creative to meet their budget targets. 
While hedging a raft of risks.
(Recent) history repeating  
I genuinely hope that all you dear readers have had some respite during the holiday season.
As we return to work, we are faced with depressingly familiar headlines such as China’s Ningbo province implementing Covid restrictions, which is …

The post Against the odds: Risky business

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Against the odds: MSC’s Bolloré bid is complex – may leave CMA CGM exposed

MSC’s bid to purchase Bolloré’s African port business may transpire to be one of the largest single M&A moves in the transport and logistics sector – but it could also turn out to be hideously complex.
As DVZ’s editor-in-chief Sebastian Reimann noted in his commentary on the deal: “The many [African] acquisitions make it clear, however, that it is hardly possible to develop this promising, but also highly complex, market organically. …

The post Against the odds: MSC’s Bolloré bid is complex –...

https://theloadstar.com/against-the-odds-mscs-bollore-bid-is-complex-and-could-leave-cma-cgm-exposed/

Against the odds: No rat traps sprung as BDP sale saga ends with PSA biting

I almost – damn it, damn it, damn it! – reached my final ‘M&A destination’ yesterday, having thought and mused and talked relentlessly about the BDP International takeover for about 15 hours, until late evening…

… when some rather colourful remarks were shared, internally at Premium, by yours truly – given that it was all so strangely quiet for a classic forwarder/3PL + forwarder/3PL deal… about happen, according to sources.
“Someone said it’s …

The post Against the odds: No rat traps sprung as...

https://theloadstar.com/against-the-odds-no-rat-traps-sprung-as-bdp-sale-saga-ends-with-psa-biting/

Analysis: DSV – flipping coins after 150 days of extravagance

Let’s get the DSV coin rolling with a bit of worthwhile background before deciding whether a heads or tails strategy works best for the Danish forwarder.
Two weeks ago
Tarek Sultan, Kuwait’s Agility CEO and vice chairman, said in the prepared remarks contained in the new group’s interims that for the current Agility – hence excluding Agility Global Integrated Logistics (GIL) – shareholders “we believe our best days lie ahead.”
He added, following …

The post Analysis: DSV – flipping coins after...

https://theloadstar.com/analysis-dsv-flipping-coins-after-150-days-of-extravagance/

Against the odds: Of Ceva, taxes and death

As the old saying goes, in life nothing is certain except death and taxes.
Then enter Ceva Logistics.
Serious business
Having sifted through the interim results of the CMA GCM group released last Friday, we can easily wonder if its 3PL arm Ceva, for which disclosure is minimal, is perhaps still doing too much business that it wouldn’t be doing if it were focused only on profitable accounts.
That’s implied in its ebit margin …

The post Against the odds: Of Ceva, taxes and death appeared first on T...

https://theloadstar.com/against-the-odds-of-ceva-taxes-and-death/

Against the odds: Up in (northern) lights – Part 2

From “Whatever (and whichever) canal floats your boat – Part 1” to my coverage today is a small, albeit meaningful, step.
Here it goes.
Russia’s northern trade route 
A brief recap, as I argued yesterday towards the end of my post:
“Russia has been touting its Northern Trade Route, an Arctic Ocean route to Asia, since the Ever Given issue.
Claiming to trim 4,000 nautical miles and 15 days off the southern alternative via the …

The post Against the odds: Up in (northern) lights – Part 2 appeared...

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Against the odds: Whatever (and whichever canal) floats your boat – Part 1 

I may have been a little salty towards Maersk’s Mr. Skou in my last spoiler alert column after he stated something supply chain practitioners and logisticians worth their pay packet – which in most instances is much smaller than his – would have been contemplating several moons ago. 
I just expected a leader of one of the world’s largest shipping lines to offer up something more visionary or insightful. For example, …

The post Against the odds: Whatever (and whichever canal) floats your boat –...

https://theloadstar.com/against-the-odds-whatever-and-whichever-canal-floats-your-boat-part-1/

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